SWA
FSR

SOA Wealth Advisors’s Fisker Inc. FSR Stock Holding History

SOA Wealth Advisors’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
-250
Closed -$5 – 925
2024
Q1 		$5 Buy
250
+150
+150% +$105 ﹤0.01% 907
2023
Q4 		$175 Buy
100
+50
+100% +$177 ﹤0.01% 854
2023
Q3 		$321 Hold
50
– – ﹤0.01% 848
2023
Q2 		$282 Sell
50
-50
-50% -$288 ﹤0.01% 860
2023
Q1 		$614 Sell
100
-28
-22% -$193 ﹤0.01% 829
2022
Q4 		$931 Buy
128
+88
+220% +$655 ﹤0.01% 800
2022
Q3 		$0 Buy
+40
New +$361 ﹤0.01% 1020
2021
Q4 		– Sell
-200
Closed -$2K – 1006
2021
Q3 		$2K Hold
200
– – ﹤0.01% 809
2021
Q2 		$3K Hold
200
– – ﹤0.01% 748
2021
Q1 		$3K Buy
+200
New +$3.66K ﹤0.01% 698

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

SOA Wealth Advisors's FSR Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 250 shares — an estimated $5 sold.

SOA Wealth Advisors first reported a position in FSR in Q1 2021 and held it in 10 quarters. The position peaked at $3K in Q2 2021. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 250 Fisker Inc. shares in Q2 2024, an estimated $5.
  • SOA Wealth Advisors first reported a position in Fisker Inc. in Q1 2021 and held it in 10 quarters.
  • SOA Wealth Advisors's Fisker Inc. position peaked at $3K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.