CWM
FSR

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

Congress 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
2023
Q4 		– Sell
-94,640
Closed -$608K – 677
2023
Q3 		$608K Hold
94,640
– – 0.01% 434
2023
Q2 		$534K Hold
94,640
– – 0.01% 407
2023
Q1 		$581K Hold
94,640
– – 0.01% 401
2022
Q4 		$688K Hold
94,640
– – 0.02% 376
2022
Q3 		$715K Hold
94,640
– – 0.02% 365
2022
Q2 		$811K Hold
94,640
– – 0.02% 355
2022
Q1 		$1.22M Sell
94,640
-40
-0% -$501 0.03% 329
2021
Q4 		$1.49M Buy
+94,680
New +$1.64M 0.03% 330

Other funds holding FSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Congress Wealth Management's FSR Position: Q4 2023 in Review

Congress Wealth Management sold out of Fisker Inc. (FSR) in Q4 2023, closing a stake of 94,640 shares — an estimated $608K sold.

Congress Wealth Management first reported a position in FSR in Q4 2021 and held it in 8 quarters. The position peaked at $1.49M in Q4 2021. 248 funds tracked by Wall St. Rank hold FSR as of Q4 2023.

  • Congress Wealth Management reported no remaining Fisker Inc. position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 94,640 Fisker Inc. shares in Q4 2023, an estimated $608K.
  • Congress Wealth Management first reported a position in Fisker Inc. in Q4 2021 and held it in 8 quarters.
  • Congress Wealth Management's Fisker Inc. position peaked at $1.49M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Fisker Inc. as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.