GVAG
FSR

Great Valley Advisor Group’s Fisker Inc. FSR Stock Holding History

Great Valley Advisor 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
Q1 		– Sell
-10,328
Closed -$18K – 792
2023
Q4 		$18K Buy
+10,328
New +$36.5K ﹤0.01% 705

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 $1.52B AUM 29.68% 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

Great Valley Advisor Group's FSR Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 10,328 shares — an estimated $18K sold.

Great Valley Advisor Group first reported a position in FSR in Q4 2023 and held it in 1 quarter. The position peaked at $18K in Q4 2023. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Great Valley Advisor Group reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,328 Fisker Inc. shares in Q1 2024, an estimated $18K.
  • Great Valley Advisor Group first reported a position in Fisker Inc. in Q4 2023 and held it in 1 quarter.
  • Great Valley Advisor Group's Fisker Inc. position peaked at $18K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.