CA
FSR

Clearstead Advisors’s Fisker Inc. FSR Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-540
Closed -$945 – 1651
2023
Q4 		$945 Sell
540
-540
-50% -$1.91K ﹤0.01% 1406
2023
Q3 		$6.93K Buy
1,080
+540
+100% +$3.28K ﹤0.01% 1165
2023
Q2 		$3.05K Hold
540
– – ﹤0.01% 1097
2023
Q1 		$3.32K Hold
540
– – ﹤0.01% 1068
2022
Q4 		$3.93K Hold
540
– – ﹤0.01% 1008
2022
Q3 		$4K Hold
540
– – ﹤0.01% 1015
2022
Q2 		$5K Buy
+540
New +$5.6K ﹤0.01% 1015

Other funds holding FSR

PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Clearstead Advisors's FSR Position: Q1 2024 in Review

Clearstead Advisors sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 540 shares — an estimated $945 sold.

Clearstead Advisors first reported a position in FSR in Q2 2022 and held it in 7 quarters. The position peaked at $6.93K in Q3 2023. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Clearstead Advisors reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 540 Fisker Inc. shares in Q1 2024, an estimated $945.
  • Clearstead Advisors first reported a position in Fisker Inc. in Q2 2022 and held it in 7 quarters.
  • Clearstead Advisors's Fisker Inc. position peaked at $6.93K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.