AWM
FSR

Act Wealth Management’s Fisker Inc. FSR Stock Holding History

Act Wealth Management’s Portfolio FSR Stock Details FSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,000
Closed -$248 – 46
2024
Q1 		$248 Buy
+12,000
New +$8.4K ﹤0.01% 44

Other funds holding FSR

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $311M AUM 24.14% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Act Wealth Management's FSR Position: Q2 2024 in Review

Act Wealth Management sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 12,000 shares — an estimated $248 sold.

Act Wealth Management first reported a position in FSR in Q1 2024 and held it in 1 quarter. The position peaked at $248 in Q1 2024. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Act Wealth Management reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Act Wealth Management sold 12,000 Fisker Inc. shares in Q2 2024, an estimated $248.
  • Act Wealth Management first reported a position in Fisker Inc. in Q1 2024 and held it in 1 quarter.
  • Act Wealth Management's Fisker Inc. position peaked at $248 in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Act Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.