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Schwarz Dygos Wheeler Investment Advisors’s Rivian RIVN Stock Holding History

Schwarz Dygos Wheeler Investment 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
2024
Q2 		– Sell
-20,000
Closed -$219K – 150
2024
Q1 		$219K Buy
+20,000
New +$288K 0.06% 137

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's RIVN Position: Q2 2024 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Rivian (RIVN) in Q2 2024, closing a stake of 170 shares — an estimated $1.86K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in RIVN in Q1 2024 and held it in 1 quarter. The position peaked at $1.86K in Q1 2024. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 170 Rivian shares in Q2 2024, an estimated $1.86K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Rivian in Q1 2024 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Rivian position peaked at $1.86K in Q1 2024.
  • 738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.