PWPS
FSR

Pinnacle Wealth Planning Services’s Fisker Inc. FSR Stock Holding History

Pinnacle Wealth Planning Services’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
-20,218
Closed -$35.4K – 538
2023
Q4 		$35.4K Sell
20,218
-3,273
-14% -$11.6K 0.01% 480
2023
Q3 		$151K Buy
23,491
+3,450
+17% +$21K 0.02% 382
2023
Q2 		$113K Buy
+20,041
New +$116K 0.02% 424
2023
Q1 		– Sell
-19,325
Closed -$140K – 511
2022
Q4 		$140K Buy
+19,325
New +$144K 0.03% 384

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

Pinnacle Wealth Planning Services's FSR Position: Q1 2024 in Review

Pinnacle Wealth Planning Services sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 20,218 shares — an estimated $35.4K sold.

Pinnacle Wealth Planning Services first reported a position in FSR in Q4 2022 and held it in 4 quarters. The position peaked at $151K in Q3 2023. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Pinnacle Wealth Planning Services reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 20,218 Fisker Inc. shares in Q1 2024, an estimated $35.4K.
  • Pinnacle Wealth Planning Services first reported a position in Fisker Inc. in Q4 2022 and held it in 4 quarters.
  • Pinnacle Wealth Planning Services's Fisker Inc. position peaked at $151K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2024, filed 10 May 2024.