Synergy Asset Management’s Rivian RIVN Stock Holding History

Synergy Asset 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	-138	Closed	-$1.55K	–	677
2024 Q4	$1.55K	Buy	+138	New	+$1.59K	﹤0.01%	695

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 $3.38T AUM 44.17% 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

Synergy Asset Management's RIVN Position: Q1 2025 in Review

Synergy Asset Management sold out of Rivian (RIVN) in Q1 2025, closing a stake of 138 shares — an estimated $1.55K sold.

Synergy Asset Management first reported a position in RIVN in Q4 2024 and held it in 1 quarter. The position peaked at $1.55K in Q4 2024. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

Synergy Asset Management reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 138 Rivian shares in Q1 2025, an estimated $1.55K.
Synergy Asset Management first reported a position in Rivian in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Rivian position peaked at $1.55K in Q4 2024.
756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.