CP
FSR

Castleview Partners’s Fisker Inc. FSR Stock Holding History

Castleview Partners’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
-817
Closed -$17 – 1015
2024
Q1 		$17 Hold
817
– – ﹤0.01% 895
2023
Q4 		$1.43K Hold
817
– – ﹤0.01% 735
2023
Q3 		$5.25K Buy
+817
New +$4.97K ﹤0.01% 481
2023
Q1 		– Sell
-200
Closed -$1.45K – 723
2022
Q4 		$1.45K Hold
200
– – ﹤0.01% 530
2022
Q3 		$2K Buy
200
+172
+614% +$1.55K ﹤0.01% 550
2022
Q2 		$4.07K Sell
28
-172
-86% -$1.78K ﹤0.01% 568
2022
Q1 		$2K Sell
200
-2,946
-94% -$36.9K ﹤0.01% 662
2021
Q4 		$200 Buy
+3,146
New +$54.4K ﹤0.01% 688
2021
Q2 		$4K Buy
+200
New +$2.96K ﹤0.01% 819

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

Castleview Partners's FSR Position: Q2 2024 in Review

Castleview Partners sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 817 shares — an estimated $17 sold.

Castleview Partners first reported a position in FSR in Q2 2021 and held it in 9 quarters. The position peaked at $5.25K in Q3 2023. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Castleview Partners reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 817 Fisker Inc. shares in Q2 2024, an estimated $17.
  • Castleview Partners first reported a position in Fisker Inc. in Q2 2021 and held it in 9 quarters.
  • Castleview Partners's Fisker Inc. position peaked at $5.25K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.