SPIS
FSR

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

Steward Partners Investment Solutions’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 		$1.2K Sell
57,800
-1,200
-2% -$840 ﹤0.01% 257
2023
Q4 		$103K Buy
+59,000
New +$209K 0.04% 137

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 $1.52B AUM 29.68% 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

Steward Partners Investment Solutions's FSR Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Fisker Inc. (FSR) stake by 2% in Q1 2024, selling an estimated $840 and leaving 57,800 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Steward Partners Investment Solutions first reported a position in FSR in Q4 2023 and has held it in 2 quarters since. The position peaked at $103K in Q4 2023. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Steward Partners Investment Solutions held 57,800 shares of Fisker Inc. worth $1.2K as of Q1 2024.
  • Steward Partners Investment Solutions sold 1,200 Fisker Inc. shares in Q1 2024, an estimated $840.
  • Fisker Inc. made up ﹤0.01% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #257 holding.
  • Steward Partners Investment Solutions first reported a position in Fisker Inc. in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Fisker Inc. position peaked at $103K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.