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WR Wealth Planners’s Rivian RIVN Stock Holding History

WR Wealth Planners’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
Q4 		$266 Sell
20
-2
-9% -$23 ﹤0.01% 1051
2024
Q3 		$247 Hold
22
– – ﹤0.01% 1098
2024
Q2 		$295 Hold
22
– – ﹤0.01% 1086
2024
Q1 		$241 Buy
+22
New +$317 ﹤0.01% 1126
2023
Q4 		– Sell
-35
Closed -$850 – 707
2023
Q3 		$850 Buy
35
+25
+250% +$584 ﹤0.01% 839
2023
Q2 		$167 Hold
10
– – ﹤0.01% 872
2023
Q1 		$155 Hold
10
– – ﹤0.01% 902
2022
Q4 		$184 Hold
10
– – ﹤0.01% 477
2022
Q3 		$329 Hold
10
– – ﹤0.01% 456
2022
Q2 		$257 Buy
+10
New +$312 ﹤0.01% 497

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's RIVN Position: Q4 2024 in Review

WR Wealth Planners reduced its Rivian (RIVN) stake by 9.1% in Q4 2024, selling an estimated $23 and leaving 20 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

WR Wealth Planners first reported a position in RIVN in Q2 2022 and has held it in 10 quarters since. The position peaked at $850 in Q3 2023. 755 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • WR Wealth Planners held 20 shares of Rivian worth $266 as of Q4 2024.
  • WR Wealth Planners sold 2 Rivian shares in Q4 2024, an estimated $23.
  • Rivian made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1051 holding.
  • WR Wealth Planners first reported a position in Rivian in Q2 2022 and has held it in 10 quarters since.
  • WR Wealth Planners's Rivian position peaked at $850 in Q3 2023.
  • 755 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.