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Sheaff Brock Investment Advisors’s Rivian RIVN Stock Holding History

Sheaff Brock 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
Q3 		– Sell
-15,339
Closed -$206K – 478
2024
Q2 		$206K Buy
+15,339
New +$160K 0.02% 392
2022
Q1 		– Sell
-2,214
Closed -$230K – 565
2021
Q4 		$230K Buy
+2,214
New +$255K 0.02% 457

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's RIVN Position: Q3 2024 in Review

Sheaff Brock Investment Advisors sold out of Rivian (RIVN) in Q3 2024, closing a stake of 15,339 shares — an estimated $206K sold.

Sheaff Brock Investment Advisors first reported a position in RIVN in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 707 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

  • Sheaff Brock Investment Advisors reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 15,339 Rivian shares in Q3 2024, an estimated $206K.
  • Sheaff Brock Investment Advisors first reported a position in Rivian in Q4 2021 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Rivian position peaked at $230K in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.