CPG
FSR

Cornerstone Planning Group’s Fisker Inc. FSR Stock Holding History

Cornerstone Planning Group’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
-1,165
Closed -$61 – 1360
2024
Q1 		$61 Hold
1,165
– – ﹤0.01% 1057
2023
Q4 		$2.04K Buy
1,165
+1,090
+1,453% +$3.86K ﹤0.01% 632
2023
Q3 		$482 Buy
+75
New +$456 ﹤0.01% 899

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

Cornerstone Planning Group's FSR Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 1,165 shares — an estimated $61 sold.

Cornerstone Planning Group first reported a position in FSR in Q3 2023 and held it in 3 quarters. The position peaked at $2.04K in Q4 2023. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,165 Fisker Inc. shares in Q2 2024, an estimated $61.
  • Cornerstone Planning Group first reported a position in Fisker Inc. in Q3 2023 and held it in 3 quarters.
  • Cornerstone Planning Group's Fisker Inc. position peaked at $2.04K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.