SWM
FSR

Spire Wealth Management’s Fisker Inc. FSR Stock Holding History

Spire Wealth 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
2023
Q4 		– Sell
-310
Closed -$1.99K – 2485
2023
Q3 		$1.99K Sell
310
-200
-39% -$1.22K ﹤0.01% 2139
2023
Q2 		$2.88K Sell
510
-300
-37% -$1.73K ﹤0.01% 2133
2023
Q1 		$4.97K Buy
810
+300
+59% +$2.07K ﹤0.01% 2035
2022
Q4 		$4K Hold
510
– – ﹤0.01% 1934
2022
Q3 		$4K Sell
510
-100
-16% -$902 ﹤0.01% 1837
2022
Q2 		$5K Hold
610
– – ﹤0.01% 2159
2022
Q1 		$8K Sell
610
-2,218
-78% -$27.8K ﹤0.01% 2133
2021
Q4 		$44K Buy
2,828
+2,118
+298% +$36.7K ﹤0.01% 1793
2021
Q3 		$10K Hold
710
– – ﹤0.01% 2107
2021
Q2 		$14K Sell
710
-4,223
-86% -$62.4K ﹤0.01% 2015
2021
Q1 		$86K Buy
+4,933
New +$90.3K ﹤0.01% 1461

Other funds holding FSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's FSR Position: Q4 2023 in Review

Spire Wealth Management sold out of Fisker Inc. (FSR) in Q4 2023, closing a stake of 310 shares — an estimated $1.99K sold.

Spire Wealth Management first reported a position in FSR in Q1 2021 and held it in 11 quarters. The position peaked at $86K in Q1 2021. 248 funds tracked by Wall St. Rank hold FSR as of Q4 2023.

  • Spire Wealth Management reported no remaining Fisker Inc. position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 310 Fisker Inc. shares in Q4 2023, an estimated $1.99K.
  • Spire Wealth Management first reported a position in Fisker Inc. in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Fisker Inc. position peaked at $86K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held Fisker Inc. as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.