HIIFS
FSR

Harel Insurance Investments & Financial Services’s Fisker Inc. FSR Stock Holding History

Harel Insurance Investments & Financial Services’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
-11,469
Closed -$20K – 649
2023
Q4 		$20K Buy
11,469
+1,352
+13% +$4.78K ﹤0.01% 498
2023
Q3 		$65K Sell
10,117
-600
-6% -$3.65K ﹤0.01% 429
2023
Q2 		$60K Sell
10,717
-1,237
-10% -$7.13K ﹤0.01% 453
2023
Q1 		$73K Sell
11,954
-64
-0.5% -$441 ﹤0.01% 444
2022
Q4 		$87K Buy
12,018
+1,857
+18% +$13.8K ﹤0.01% 388
2022
Q3 		$78K Sell
10,161
-594
-6% -$5.36K ﹤0.01% 441
2022
Q2 		$92K Sell
10,755
-1,349
-11% -$14K ﹤0.01% 418
2022
Q1 		$156K Sell
12,104
-3,311
-21% -$41.5K ﹤0.01% 383
2021
Q4 		$249K Sell
15,415
-17,169
-53% -$297K ﹤0.01% 362
2021
Q3 		$477K Sell
32,584
-24,843
-43% -$374K 0.01% 240
2021
Q2 		$1.76M Sell
57,427
-12,573
-18% -$186K 0.04% 214
2021
Q1 		$4.03M Buy
70,000
+44,000
+169% +$805K 0.08% 149
2020
Q4 		$1.23M Buy
+26,000
New +$382K 0.03% 258

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 56.25% 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

Harel Insurance Investments & Financial Services's FSR Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 11,469 shares — an estimated $20K sold.

Harel Insurance Investments & Financial Services first reported a position in FSR in Q4 2020 and held it in 13 quarters. The position peaked at $4.03M in Q1 2021. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 11,469 Fisker Inc. shares in Q1 2024, an estimated $20K.
  • Harel Insurance Investments & Financial Services first reported a position in Fisker Inc. in Q4 2020 and held it in 13 quarters.
  • Harel Insurance Investments & Financial Services's Fisker Inc. position peaked at $4.03M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.