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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
2022
Q4 		– Sell
-5
Closed -$2K – 899
2022
Q3 		$2K Buy
+5
New +$170 ﹤0.01% 763
2022
Q1 		– Sell
-2
Closed -$5K – 926
2021
Q4 		$5K Buy
+2
New +$230 ﹤0.01% 707

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 709 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.
  • 709 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.