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TFO Wealth Partners’s Rivian RIVN Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-11
Closed -$258 – 902
2023
Q4 		$258 Hold
11
– – ﹤0.01% 569
2023
Q3 		$183 Buy
+11
New +$257 ﹤0.01% 840
2022
Q4 		– Sell
-1,678
Closed -$55K – 936
2022
Q3 		$55K Hold
1,678
– – 0.01% 55
2022
Q2 		$43K Hold
1,678
– – 0.01% 69
2022
Q1 		$84K Buy
+1,678
New +$102K 0.02% 61

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's RIVN Position: Q1 2024 in Review

TFO Wealth Partners sold out of Rivian (RIVN) in Q1 2024, closing a stake of 11 shares — an estimated $258 sold.

TFO Wealth Partners first reported a position in RIVN in Q1 2022 and held it in 5 quarters. The position peaked at $84K in Q1 2022. 691 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • TFO Wealth Partners reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Rivian shares in Q1 2024, an estimated $258.
  • TFO Wealth Partners first reported a position in Rivian in Q1 2022 and held it in 5 quarters.
  • TFO Wealth Partners's Rivian position peaked at $84K in Q1 2022.
  • 691 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.