Mackenzie Financial
FSR

Mackenzie Financial’s Fisker Inc. FSR Stock Holding History

Mackenzie Financial’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
-10,635
Closed -$18.6K – 1628
2023
Q4 		$18.6K Hold
10,635
– – ﹤0.01% 1485
2023
Q3 		$72.1K Hold
10,635
– – ﹤0.01% 1382
2023
Q2 		$60.8K Hold
10,635
– – ﹤0.01% 1443
2023
Q1 		$65.3K Hold
10,635
– – ﹤0.01% 1427
2022
Q4 		$77.3K Hold
10,635
– – ﹤0.01% 1322
2022
Q3 		$80K Sell
10,635
-807
-7% -$7.28K ﹤0.01% 1327
2022
Q2 		$98K Buy
+11,442
New +$119K ﹤0.01% 1344

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

Mackenzie Financial's FSR Position: Q1 2024 in Review

Mackenzie Financial sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 10,635 shares — an estimated $18.6K sold.

Mackenzie Financial first reported a position in FSR in Q2 2022 and held it in 7 quarters. The position peaked at $98K in Q2 2022. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Mackenzie Financial reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 10,635 Fisker Inc. shares in Q1 2024, an estimated $18.6K.
  • Mackenzie Financial first reported a position in Fisker Inc. in Q2 2022 and held it in 7 quarters.
  • Mackenzie Financial's Fisker Inc. position peaked at $98K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.