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Venturi Wealth Management’s Rivian RIVN Stock Holding History

Venturi 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
2025
Q1 		– Sell
-590
Closed -$7.85K – 1548
2024
Q4 		$7.85K Buy
590
+397
+206% +$4.57K ﹤0.01% 1505
2024
Q3 		$2.17K Buy
193
+103
+114% +$1.48K ﹤0.01% 1654
2024
Q2 		$1.21K Buy
+90
New +$940 ﹤0.01% 1443
2024
Q1 		– Sell
-90
Closed -$2.11K – 1427
2023
Q4 		$2.11K Hold
90
– – ﹤0.01% 1207
2023
Q3 		$2.19K Hold
90
– – ﹤0.01% 1153
2023
Q2 		$1.5K Hold
90
– – ﹤0.01% 966
2023
Q1 		$1.39K Buy
+90
New +$1.52K ﹤0.01% 1066

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's RIVN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Rivian (RIVN) in Q1 2025, closing a stake of 590 shares — an estimated $7.85K sold.

Venturi Wealth Management first reported a position in RIVN in Q1 2023 and held it in 7 quarters. The position peaked at $7.85K in Q4 2024. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 590 Rivian shares in Q1 2025, an estimated $7.85K.
  • Venturi Wealth Management first reported a position in Rivian in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Rivian position peaked at $7.85K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.