LPWM
FSR

Lake Point Wealth Management’s Fisker Inc. FSR Stock Holding History

Lake Point Wealth Management’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
2022
Q2 		– Sell
-1,200
Closed -$15K – 530
2022
Q1 		$15K Hold
1,200
– – 0.01% 134
2021
Q4 		$19K Buy
+1,200
New +$20.8K 0.01% 125

Other funds holding FSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Lake Point Wealth Management's FSR Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Fisker Inc. (FSR) in Q2 2022, closing a stake of 1,200 shares — an estimated $15K sold.

Lake Point Wealth Management first reported a position in FSR in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 246 funds tracked by Wall St. Rank hold FSR as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Fisker Inc. position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 1,200 Fisker Inc. shares in Q2 2022, an estimated $15K.
  • Lake Point Wealth Management first reported a position in Fisker Inc. in Q4 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Fisker Inc. position peaked at $19K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.