Triad Wealth Partners’s Rivian RIVN Stock Holding History

Triad 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 Q3	–	Sell	-136	Closed	-$1.82K	–	710
2024 Q2	$1.82K	Buy	+136	New	+$1.42K	﹤0.01%	777

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Triad Wealth Partners's RIVN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Rivian (RIVN) in Q3 2024, closing a stake of 136 shares — an estimated $1.82K sold.

Triad Wealth Partners first reported a position in RIVN in Q2 2024 and held it in 1 quarter. The position peaked at $1.82K in Q2 2024. 710 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

Triad Wealth Partners reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 136 Rivian shares in Q3 2024, an estimated $1.82K.
Triad Wealth Partners first reported a position in Rivian in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Rivian position peaked at $1.82K in Q2 2024.
710 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.