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

Heritage 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
2023 Q4	–	Sell	-350	Closed	-$2.25K	–	599
2023 Q3	$2.25K	Hold	350	–	–	﹤0.01%	461
2023 Q2	$1.97K	Hold	350	–	–	﹤0.01%	503
2023 Q1	$2.15K	Hold	350	–	–	﹤0.01%	515
2022 Q4	$2.54K	Hold	350	–	–	﹤0.01%	501
2022 Q3	$2.64K	Hold	350	–	–	﹤0.01%	474
2022 Q2	$3K	Hold	350	–	–	﹤0.01%	524
2022 Q1	$5K	Hold	350	–	–	﹤0.01%	475
2021 Q4	$6K	Hold	350	–	–	﹤0.01%	477
2021 Q3	$5.13K	Buy	+350	New	+$5.27K	﹤0.01%	472

Other funds holding FSR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's FSR Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Fisker Inc. (FSR) in Q4 2023, closing a stake of 350 shares — an estimated $2.25K sold.

Heritage Wealth Advisors first reported a position in FSR in Q3 2021 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 248 funds tracked by Wall St. Rank hold FSR as of Q4 2023.

Heritage Wealth Advisors reported no remaining Fisker Inc. position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 350 Fisker Inc. shares in Q4 2023, an estimated $2.25K.
Heritage Wealth Advisors first reported a position in Fisker Inc. in Q3 2021 and held it in 9 quarters.
Heritage Wealth Advisors's Fisker Inc. position peaked at $6K in Q4 2021.
248 funds tracked by Wall St. Rank held Fisker Inc. as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.