MAWCM
FSR

Mine & Arao Wealth Creation & Management’s Fisker Inc. FSR Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-4,474
Closed -$93 – 384
2024
Q1 		$93 Hold
4,474
– – ﹤0.01% 376
2023
Q4 		$7.83K Buy
4,474
+879
+24% +$3.11K ﹤0.01% 235
2023
Q3 		$23.1K Sell
3,595
-123
-3% -$748 0.01% 174
2023
Q2 		$21K Buy
3,718
+575
+18% +$3.31K 0.01% 184
2023
Q1 		$19.3K Buy
+3,143
New +$21.7K 0.01% 189
2022
Q4 		– Sell
-3,143
Closed -$24K – 346
2022
Q3 		$24K Hold
3,143
– – 0.02% 172
2022
Q2 		$27K Buy
3,143
+250
+9% +$2.59K 0.02% 176
2022
Q1 		$37K Buy
2,893
+775
+37% +$9.71K 0.02% 164
2021
Q4 		$33K Buy
+2,118
New +$36.7K 0.02% 178

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

Mine & Arao Wealth Creation & Management's FSR Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 4,474 shares — an estimated $93 sold.

Mine & Arao Wealth Creation & Management first reported a position in FSR in Q4 2021 and held it in 9 quarters. The position peaked at $37K in Q1 2022. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 4,474 Fisker Inc. shares in Q2 2024, an estimated $93.
  • Mine & Arao Wealth Creation & Management first reported a position in Fisker Inc. in Q4 2021 and held it in 9 quarters.
  • Mine & Arao Wealth Creation & Management's Fisker Inc. position peaked at $37K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.