Principal Financial Group
FSR

Principal Financial Group’s Fisker Inc. FSR Stock Holding History

Principal Financial Group’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
-24,129
Closed -$42.2K – 2519
2023
Q4 		$42.2K Buy
24,129
+3,423
+17% +$12.1K ﹤0.01% 2341
2023
Q3 		$133K Sell
20,706
-2,456
-11% -$14.9K ﹤0.01% 2231
2023
Q2 		$131K Buy
23,162
+3,671
+19% +$21.2K ﹤0.01% 2250
2023
Q1 		$120K Sell
19,491
-1,751
-8% -$12.1K ﹤0.01% 2273
2022
Q4 		$154K Sell
21,242
-2,422
-10% -$18K ﹤0.01% 2237
2022
Q3 		$179K Sell
23,664
-1,557
-6% -$14K ﹤0.01% 2225
2022
Q2 		$216K Sell
25,221
-3,117
-11% -$32.3K ﹤0.01% 2282
2022
Q1 		$366K Buy
28,338
+1,630
+6% +$20.4K ﹤0.01% 2188
2021
Q4 		$420K Sell
26,708
-5,894
-18% -$102K ﹤0.01% 2166
2021
Q3 		$478K Buy
32,602
+7,801
+31% +$117K ﹤0.01% 2184
2021
Q2 		$478K Buy
+24,801
New +$366K ﹤0.01% 2226

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

Principal Financial Group's FSR Position: Q1 2024 in Review

Principal Financial Group sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 24,129 shares — an estimated $42.2K sold.

Principal Financial Group first reported a position in FSR in Q2 2021 and held it in 11 quarters. The position peaked at $478K in Q3 2021. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Principal Financial Group reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 24,129 Fisker Inc. shares in Q1 2024, an estimated $42.2K.
  • Principal Financial Group first reported a position in Fisker Inc. in Q2 2021 and held it in 11 quarters.
  • Principal Financial Group's Fisker Inc. position peaked at $478K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.