PFG Private Wealth Management’s Rivian RIVN Stock Holding History

PFG Private Wealth Management’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	-30	Closed	-$399	–	297
2024 Q4	$399	Hold	30	–	–	﹤0.01%	218
2024 Q3	$337	Hold	30	–	–	﹤0.01%	221
2024 Q2	$403	Hold	30	–	–	﹤0.01%	221
2024 Q1	$329	Hold	30	–	–	﹤0.01%	210
2023 Q4	$704	Hold	30	–	–	﹤0.01%	206
2023 Q3	$728	Hold	30	–	–	﹤0.01%	260
2023 Q2	$500	Hold	30	–	–	﹤0.01%	270
2023 Q1	$464	Hold	30	–	–	﹤0.01%	271
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	326
2022 Q3	$1K	Buy	+30	New	+$1.02K	﹤0.01%	328

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Private Wealth Management's RIVN Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Rivian (RIVN) in Q1 2025, closing a stake of 30 shares — an estimated $399 sold.

PFG Private Wealth Management first reported a position in RIVN in Q3 2022 and held it in 10 quarters. The position peaked at $1K in Q4 2022. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

PFG Private Wealth Management reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 30 Rivian shares in Q1 2025, an estimated $399.
PFG Private Wealth Management first reported a position in Rivian in Q3 2022 and held it in 10 quarters.
PFG Private Wealth Management's Rivian position peaked at $1K in Q4 2022.
756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.