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Tyler-Stone Wealth Management’s Rivian RIVN Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-450
Closed -$6.04K – 797
2024
Q2 		$6.04K Hold
450
– – ﹤0.01% 726
2024
Q1 		$4.93K Sell
450
-1
-0.2% -$14 ﹤0.01% 758
2023
Q4 		$10.6K Buy
451
+1
+0.2% +$19 0.01% 626
2023
Q3 		$11K Hold
450
– – 0.01% 595
2023
Q2 		$7K Buy
+450
New +$6.29K ﹤0.01% 672
2022
Q4 		$10K Hold
550
– – 0.01% 559
2022
Q3 		$18K Buy
550
+300
+120% +$10.2K 0.01% 453
2022
Q2 		$6K Buy
+250
New +$7.81K ﹤0.01% 642
2022
Q1 		– Sell
-350
Closed -$36K – 927
2021
Q4 		$36K Buy
+350
New +$40.3K 0.02% 410

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tyler-Stone Wealth Management's RIVN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Rivian (RIVN) in Q3 2024, closing a stake of 450 shares — an estimated $6.04K sold.

Tyler-Stone Wealth Management first reported a position in RIVN in Q4 2021 and held it in 9 quarters. The position peaked at $36K in Q4 2021. 710 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 450 Rivian shares in Q3 2024, an estimated $6.04K.
  • Tyler-Stone Wealth Management first reported a position in Rivian in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Rivian position peaked at $36K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.