MBFW
FSR

Morton Brown Family Wealth’s Fisker Inc. FSR Stock Holding History

Morton Brown Family Wealth’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
-30
Closed -$1 – 239
2024
Q1 		$1 Hold
30
– – ﹤0.01% 216
2023
Q4 		$53 Buy
+30
New +$106 ﹤0.01% 283
2023
Q1 		– Sell
-200
Closed -$1.45K – 298
2022
Q4 		$1.45K Hold
200
– – ﹤0.01% 146
2022
Q3 		$2K Hold
200
– – ﹤0.01% 183
2022
Q2 		$2K Buy
200
+91
+83% +$943 ﹤0.01% 213
2022
Q1 		$1K Hold
109
– – ﹤0.01% 139
2021
Q4 		$2K Buy
+109
New +$1.89K ﹤0.01% 177

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

Morton Brown Family Wealth's FSR Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 30 shares — an estimated $1 sold.

Morton Brown Family Wealth first reported a position in FSR in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Morton Brown Family Wealth reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 30 Fisker Inc. shares in Q2 2024, an estimated $1.
  • Morton Brown Family Wealth first reported a position in Fisker Inc. in Q4 2021 and held it in 7 quarters.
  • Morton Brown Family Wealth's Fisker Inc. position peaked at $2K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.