JFA
FSR

JNBA Financial Advisors’s Fisker Inc. FSR Stock Holding History

JNBA Financial 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
Q1 		– Sell
-5,340
Closed -$9.35K – 736
2023
Q4 		$9.35K Buy
5,340
+4,340
+434% +$15.4K ﹤0.01% 476
2023
Q3 		$6.42K Hold
1,000
– – ﹤0.01% 512
2023
Q2 		$5.64K Hold
1,000
– – ﹤0.01% 524
2023
Q1 		$6.14K Buy
1,000
+650
+186% +$4.48K ﹤0.01% 526
2022
Q4 		$2.54K Hold
350
– – ﹤0.01% 565
2022
Q3 		$3K Hold
350
– – ﹤0.01% 589
2022
Q2 		$3K Buy
350
+100
+40% +$1.04K ﹤0.01% 626
2022
Q1 		$3K Hold
250
– – ﹤0.01% 612
2021
Q4 		$4K Buy
+250
New +$4.33K ﹤0.01% 660

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

JNBA Financial Advisors's FSR Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 5,340 shares — an estimated $9.35K sold.

JNBA Financial Advisors first reported a position in FSR in Q4 2021 and held it in 9 quarters. The position peaked at $9.35K in Q4 2023. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • JNBA Financial Advisors reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 5,340 Fisker Inc. shares in Q1 2024, an estimated $9.35K.
  • JNBA Financial Advisors first reported a position in Fisker Inc. in Q4 2021 and held it in 9 quarters.
  • JNBA Financial Advisors's Fisker Inc. position peaked at $9.35K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.