EWA
FSR

EverSource Wealth Advisors’s Fisker Inc. FSR Stock Holding History

EverSource Wealth 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
Q2 		– Sell
-250
Closed -$13 – 3181
2024
Q1 		$13 Hold
250
– – ﹤0.01% 2886
2023
Q4 		$438 Sell
250
-447
-64% -$1.58K ﹤0.01% 2547
2023
Q3 		$4.47K Buy
697
+447
+179% +$2.72K ﹤0.01% 1742
2023
Q2 		$1.41K Hold
250
– – ﹤0.01% 2113
2023
Q1 		$1.53K Hold
250
– – ﹤0.01% 2018
2022
Q4 		$1.82K Buy
+250
New +$1.86K ﹤0.01% 1941

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

EverSource Wealth Advisors's FSR Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 250 shares — an estimated $13 sold.

EverSource Wealth Advisors first reported a position in FSR in Q4 2022 and held it in 6 quarters. The position peaked at $4.47K in Q3 2023. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 250 Fisker Inc. shares in Q2 2024, an estimated $13.
  • EverSource Wealth Advisors first reported a position in Fisker Inc. in Q4 2022 and held it in 6 quarters.
  • EverSource Wealth Advisors's Fisker Inc. position peaked at $4.47K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.