IA
FSR

IFP Advisors’s Fisker Inc. FSR Stock Holding History

IFP 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
-287
Closed -$6 – 3372
2024
Q1 		$6 Hold
287
– – ﹤0.01% 3105
2023
Q4 		$502 Sell
287
-5,300
-95% -$18.8K ﹤0.01% 2875
2023
Q3 		$35.9K Hold
5,587
– – ﹤0.01% 1695
2023
Q2 		$31.5K Sell
5,587
-4,370
-44% -$25.2K ﹤0.01% 1807
2023
Q1 		$101K Sell
9,957
-3,951
-28% -$27.2K ﹤0.01% 1249
2022
Q4 		$142K Buy
13,908
+5
+0% +$37 ﹤0.01% 1544
2022
Q3 		$147K Buy
13,903
+50
+0.4% +$451 ﹤0.01% 1603
2022
Q2 		$147K Hold
13,853
– – ﹤0.01% 1464
2022
Q1 		$147K Buy
13,853
+6,996
+102% +$87.6K ﹤0.01% 1464
2021
Q4 		$108K Sell
6,857
-212
-3% -$3.67K ﹤0.01% 1239
2021
Q3 		$104K Sell
7,069
-200
-3% -$3.01K ﹤0.01% 1285
2021
Q2 		$140K Buy
7,269
+458
+7% +$6.77K ﹤0.01% 1079
2021
Q1 		$119K Buy
6,811
+4,411
+184% +$80.7K ﹤0.01% 1094
2020
Q4 		$35K Buy
+2,400
New +$35.3K ﹤0.01% 1577

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

IFP Advisors's FSR Position: Q2 2024 in Review

IFP Advisors sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 287 shares — an estimated $6 sold.

IFP Advisors first reported a position in FSR in Q4 2020 and held it in 14 quarters. The position peaked at $147K in Q3 2022. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • IFP Advisors reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 287 Fisker Inc. shares in Q2 2024, an estimated $6.
  • IFP Advisors first reported a position in Fisker Inc. in Q4 2020 and held it in 14 quarters.
  • IFP Advisors's Fisker Inc. position peaked at $147K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.