SPIA
FSR

Steward Partners Investment Advisory’s Fisker Inc. FSR Stock Holding History

Steward Partners Investment Advisory’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
-2,740
Closed -$57 – 3758
2024
Q1 		$57 Sell
2,740
-1,950
-42% -$1.36K ﹤0.01% 3519
2023
Q4 		$8.21K Sell
4,690
-1,835
-28% -$6.49K ﹤0.01% 2782
2023
Q3 		$41.9K Hold
6,525
– – ﹤0.01% 1987
2023
Q2 		$36.8K Hold
6,525
– – ﹤0.01% 2011
2023
Q1 		$40.1K Hold
6,525
– – ﹤0.01% 1954
2022
Q4 		$47.4K Sell
6,525
-6,709
-51% -$49.9K ﹤0.01% 1856
2022
Q3 		$100K Buy
13,234
+50
+0.4% +$451 ﹤0.01% 1498
2022
Q2 		$113K Sell
13,184
-450
-3% -$4.66K ﹤0.01% 1444
2022
Q1 		$176K Buy
13,634
+4,055
+42% +$50.8K ﹤0.01% 1351
2021
Q4 		$151K Buy
9,579
+6,764
+240% +$117K ﹤0.01% 1425
2021
Q3 		$41K Buy
2,815
+200
+8% +$3.01K ﹤0.01% 1998
2021
Q2 		$50K Sell
2,615
-4,250
-62% -$62.8K ﹤0.01% 3433
2021
Q1 		$118K Buy
6,865
+5,665
+472% +$104K ﹤0.01% 1537
2020
Q4 		$18K Buy
+1,200
New +$17.6K ﹤0.01% 2104

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

Steward Partners Investment Advisory's FSR Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 2,740 shares — an estimated $57 sold.

Steward Partners Investment Advisory first reported a position in FSR in Q4 2020 and held it in 14 quarters. The position peaked at $176K in Q1 2022. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,740 Fisker Inc. shares in Q2 2024, an estimated $57.
  • Steward Partners Investment Advisory first reported a position in Fisker Inc. in Q4 2020 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Fisker Inc. position peaked at $176K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.