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Pacific Capital Wealth Advisors’s Rivian RIVN Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio RIVN Stock Details RIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-682
Closed -$9.07K – 308
2024
Q4 		$9.07K Hold
682
– – ﹤0.01% 280
2024
Q3 		$7.65K Sell
682
-1,575
-70% -$22.6K ﹤0.01% 322
2024
Q2 		$30.3K Buy
2,257
+582
+35% +$6.08K 0.01% 196
2024
Q1 		$18.3K Sell
1,675
-20
-1% -$288 ﹤0.01% 193
2023
Q4 		$39.8K Buy
+1,695
New +$31.9K 0.01% 146

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacific Capital Wealth Advisors's RIVN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Rivian (RIVN) in Q1 2025, closing a stake of 682 shares — an estimated $9.07K sold.

Pacific Capital Wealth Advisors first reported a position in RIVN in Q4 2023 and held it in 5 quarters. The position peaked at $39.8K in Q4 2023. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 682 Rivian shares in Q1 2025, an estimated $9.07K.
  • Pacific Capital Wealth Advisors first reported a position in Rivian in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Rivian position peaked at $39.8K in Q4 2023.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.