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Sugarloaf Wealth Management’s Rivian RIVN Stock Holding History

Sugarloaf 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
2024
Q4 		$8.72K Hold
656
– – ﹤0.01% 518
2024
Q3 		$7.36K Buy
656
+18
+3% +$259 ﹤0.01% 530
2024
Q2 		$8.56K Buy
638
+33
+5% +$345 ﹤0.01% 494
2024
Q1 		$6.63K Hold
605
– – ﹤0.01% 516
2023
Q4 		$14.2K Buy
605
+5
+0.8% +$94 ﹤0.01% 445
2023
Q3 		$14.6K Hold
600
– – ﹤0.01% 420
2023
Q2 		$10K Buy
600
+25
+4% +$349 ﹤0.01% 477
2023
Q1 		$8.9K Hold
575
– – ﹤0.01% 492
2022
Q4 		$10.6K Sell
575
-150
-21% -$4.42K ﹤0.01% 489
2022
Q3 		$24K Sell
725
-95
-12% -$3.24K 0.01% 399
2022
Q2 		$21K Buy
+820
New +$25.6K 0.01% 409

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sugarloaf Wealth Management's RIVN Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Rivian (RIVN) position steady in Q4 2024 at 656 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Sugarloaf Wealth Management first reported a position in RIVN in Q2 2022 and has held it in 11 quarters since. The position peaked at $24K in Q3 2022. 754 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Sugarloaf Wealth Management held 656 shares of Rivian worth $8.72K as of Q4 2024.
  • Sugarloaf Wealth Management left its Rivian share count unchanged in Q4 2024.
  • Rivian made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #518 holding.
  • Sugarloaf Wealth Management first reported a position in Rivian in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Rivian position peaked at $24K in Q3 2022.
  • 754 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.