ZRP
RIVN icon

Zynergy Retirement Planning’s Rivian RIVN Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-1,007
Closed -$13.4K – 87
2025
Q1 		$13.4K Buy
1,007
+1,000
+14,286% +$12.6K 0.01% 78
2024
Q4 		$79 Hold
7
– – ﹤0.01% 109
2024
Q3 		$79 Hold
7
– – ﹤0.01% 109
2024
Q2 		$94 Buy
+7
New +$73 ﹤0.01% 123

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Zynergy Retirement Planning's RIVN Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Rivian (RIVN) in Q2 2025, closing a stake of 1,007 shares — an estimated $13.4K sold.

Zynergy Retirement Planning first reported a position in RIVN in Q2 2024 and held it in 4 quarters. The position peaked at $13.4K in Q1 2025. 756 funds tracked by Wall St. Rank hold RIVN as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Rivian position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 1,007 Rivian shares in Q2 2025, an estimated $13.4K.
  • Zynergy Retirement Planning first reported a position in Rivian in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Rivian position peaked at $13.4K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.