TFA
FSR

Toth Financial Advisory’s Fisker Inc. FSR Stock Holding History

Toth Financial 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
2023
Q4 		– Sell
-3,400
Closed -$21.8K – 810
2023
Q3 		$21.8K Hold
3,400
– – ﹤0.01% 358
2023
Q2 		$19.2K Hold
3,400
– – ﹤0.01% 396
2023
Q1 		$20.9K Hold
3,400
– – ﹤0.01% 378
2022
Q4 		$24.7K Buy
3,400
+1,900
+127% +$14.1K ﹤0.01% 357
2022
Q3 		$11K Hold
1,500
– – ﹤0.01% 446
2022
Q2 		$13K Buy
1,500
+500
+50% +$5.18K ﹤0.01% 408
2022
Q1 		$13K Buy
1,000
+400
+67% +$5.01K ﹤0.01% 445
2021
Q4 		$9K Buy
+600
New +$10.4K ﹤0.01% 513

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

Toth Financial Advisory's FSR Position: Q4 2023 in Review

Toth Financial Advisory sold out of Fisker Inc. (FSR) in Q4 2023, closing a stake of 3,400 shares — an estimated $21.8K sold.

Toth Financial Advisory first reported a position in FSR in Q4 2021 and held it in 8 quarters. The position peaked at $24.7K in Q4 2022. 248 funds tracked by Wall St. Rank hold FSR as of Q4 2023.

  • Toth Financial Advisory reported no remaining Fisker Inc. position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 3,400 Fisker Inc. shares in Q4 2023, an estimated $21.8K.
  • Toth Financial Advisory first reported a position in Fisker Inc. in Q4 2021 and held it in 8 quarters.
  • Toth Financial Advisory's Fisker Inc. position peaked at $24.7K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Fisker Inc. as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.