IFG
FSR

Independent Financial Group’s Fisker Inc. FSR Stock Holding History

Independent Financial 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
-55,155
Closed -$96.5K – 1066
2023
Q4 		$96.5K Buy
55,155
+21,164
+62% +$74.9K 0.01% 925
2023
Q3 		$218K Sell
33,991
-540
-2% -$3.28K 0.01% 798
2023
Q2 		$195K Buy
34,531
+5,115
+17% +$29.5K 0.01% 817
2023
Q1 		$181K Buy
29,416
+5,054
+21% +$34.8K 0.01% 778
2022
Q4 		$177K Sell
24,362
-14,310
-37% -$107K 0.02% 732
2022
Q3 		$292K Buy
38,672
+45
+0.1% +$406 0.03% 547
2022
Q2 		$331K Buy
38,627
+1,780
+5% +$18.4K 0.04% 475
2022
Q1 		$475K Buy
36,847
+197
+0.5% +$2.47K 0.04% 443
2021
Q4 		$577K Buy
36,650
+6,348
+21% +$110K 0.05% 384
2021
Q3 		$444K Buy
30,302
+4,595
+18% +$69.1K 0.05% 399
2021
Q2 		$496K Buy
25,707
+13,551
+111% +$200K 0.05% 372
2021
Q1 		$209K Buy
+12,156
New +$222K 0.03% 585

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 $1.33B AUM 21.85% 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

Independent Financial Group's FSR Position: Q1 2024 in Review

Independent Financial Group sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 55,155 shares — an estimated $96.5K sold.

Independent Financial Group first reported a position in FSR in Q1 2021 and held it in 12 quarters. The position peaked at $577K in Q4 2021. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Independent Financial Group reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 55,155 Fisker Inc. shares in Q1 2024, an estimated $96.5K.
  • Independent Financial Group first reported a position in Fisker Inc. in Q1 2021 and held it in 12 quarters.
  • Independent Financial Group's Fisker Inc. position peaked at $577K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.