BWL
FSR

Bogart Wealth LLC’s Fisker Inc. FSR Stock Holding History

Bogart Wealth LLC’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
-31,122
Closed -$644 – 1186
2024
Q1 		$644 Buy
31,122
+24,473
+368% +$17.1K ﹤0.01% 996
2023
Q4 		$11.6K Buy
6,649
+6,015
+949% +$21.3K ﹤0.01% 590
2023
Q3 		$4.07K Buy
634
+23
+4% +$140 ﹤0.01% 768
2023
Q2 		$3.45K Buy
611
+9
+1% +$52 ﹤0.01% 797
2023
Q1 		$3.7K Sell
602
-88
-13% -$606 ﹤0.01% 787
2022
Q4 		$5.02K Sell
690
-60
-8% -$447 ﹤0.01% 663
2022
Q3 		$6K Buy
+750
New +$6.76K ﹤0.01% 674

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

Bogart Wealth LLC's FSR Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 31,122 shares — an estimated $644 sold.

Bogart Wealth LLC first reported a position in FSR in Q3 2022 and held it in 7 quarters. The position peaked at $11.6K in Q4 2023. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Bogart Wealth LLC reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 31,122 Fisker Inc. shares in Q2 2024, an estimated $644.
  • Bogart Wealth LLC first reported a position in Fisker Inc. in Q3 2022 and held it in 7 quarters.
  • Bogart Wealth LLC's Fisker Inc. position peaked at $11.6K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.