VFA
FSR

Valeo Financial Advisors’s Fisker Inc. FSR Stock Holding History

Valeo Financial 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
-170,523
Closed -$6.82K – 725
2024
Q1 		$6.82K Buy
+170,523
New +$119K ﹤0.01% 647
2021
Q2 		– Sell
-1,511
Closed -$26K – 1951
2021
Q1 		$26K Hold
1,511
– – ﹤0.01% 1087
2020
Q4 		$22K Buy
+1,511
New +$22.2K ﹤0.01% 1007

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

Valeo Financial Advisors's FSR Position: Q2 2024 in Review

Valeo Financial Advisors sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 170,523 shares — an estimated $6.82K sold.

Valeo Financial Advisors first reported a position in FSR in Q4 2020 and held it in 3 quarters. The position peaked at $26K in Q1 2021. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

  • Valeo Financial Advisors reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 170,523 Fisker Inc. shares in Q2 2024, an estimated $6.82K.
  • Valeo Financial Advisors first reported a position in Fisker Inc. in Q4 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Fisker Inc. position peaked at $26K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Valeo Financial Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.