Jones Financial Companies
FSR

Jones Financial Companies’s Fisker Inc. FSR Stock Holding History

Jones Financial Companies’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
-100
Closed -$2 – 2463
2024
Q1 		$2 Buy
+100
New +$70 ﹤0.01% 1361

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

Jones Financial Companies's FSR Position: Q2 2024 in Review

Jones Financial Companies sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 100 shares — an estimated $2 sold.

Jones Financial Companies first reported a position in FSR in Q1 2024 and held it in 1 quarter. The position peaked at $2 in Q1 2024. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Jones Financial Companies reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Jones Financial Companies sold 100 Fisker Inc. shares in Q2 2024, an estimated $2.
  • Jones Financial Companies first reported a position in Fisker Inc. in Q1 2024 and held it in 1 quarter.
  • Jones Financial Companies's Fisker Inc. position peaked at $2 in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Jones Financial Companies's 13F filing for Q2 2024, filed 14 Aug 2024.