VisionPoint Advisory Group’s Fisker Inc. FSR Stock Holding History

VisionPoint Advisory Group’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	Closed	–	–	892
2024 Q1	$0	Hold	2	–	–	﹤0.01%	866
2023 Q4	$4	Hold	2	–	–	﹤0.01%	741
2023 Q3	$13	Hold	2	–	–	﹤0.01%	684
2023 Q2	$11	Buy	+2	New	+$12	﹤0.01%	634

Other funds holding FSR

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

VisionPoint Advisory Group's FSR Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 2 shares.

VisionPoint Advisory Group first reported a position in FSR in Q2 2023 and held it in 4 quarters. The position peaked at $13 in Q3 2023. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

VisionPoint Advisory Group reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 2 Fisker Inc. shares in Q2 2024.
VisionPoint Advisory Group first reported a position in Fisker Inc. in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Fisker Inc. position peaked at $13 in Q3 2023.
8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.