LWANC
FSR

Laurel Wealth Advisors (North Carolina)’s Fisker Inc. FSR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-680
Closed -$61 – 688
2024
Q1 		$61 Hold
680
– – ﹤0.01% 630
2023
Q4 		$1.19K Hold
680
– – ﹤0.01% 520
2023
Q3 		$4.37K Hold
680
– – ﹤0.01% 460
2023
Q2 		$3.84K Hold
680
– – ﹤0.01% 478
2023
Q1 		$4.18K Hold
680
– – ﹤0.01% 469
2022
Q4 		$4.94K Buy
+680
New +$5.06K ﹤0.01% 433
2022
Q3 		– Sell
-200
Closed -$2K – 621
2022
Q2 		$2K Hold
200
– – ﹤0.01% 561
2022
Q1 		$3K Hold
200
– – ﹤0.01% 568
2021
Q4 		$3K Buy
+200
New +$3.46K ﹤0.01% 566

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

Laurel Wealth Advisors (North Carolina)'s FSR Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 680 shares — an estimated $61 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FSR in Q4 2021 and held it in 9 quarters. The position peaked at $4.94K in Q4 2022. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 680 Fisker Inc. shares in Q2 2024, an estimated $61.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fisker Inc. in Q4 2021 and held it in 9 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fisker Inc. position peaked at $4.94K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.