Wealth Enhancement Advisory Services
FSR

Wealth Enhancement Advisory Services’s Fisker Inc. FSR Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-15,075
Closed -$26.4K – 2594
2023
Q4 		$26.4K Sell
15,075
-4,645
-24% -$16.4K ﹤0.01% 2243
2023
Q3 		$127K Buy
+19,720
New +$120K ﹤0.01% 2072

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

Wealth Enhancement Advisory Services's FSR Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Fisker Inc. (FSR) in Q1 2024, closing a stake of 15,075 shares — an estimated $26.4K sold.

Wealth Enhancement Advisory Services first reported a position in FSR in Q3 2023 and held it in 2 quarters. The position peaked at $127K in Q3 2023. 52 funds tracked by Wall St. Rank hold FSR as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Fisker Inc. position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,075 Fisker Inc. shares in Q1 2024, an estimated $26.4K.
  • Wealth Enhancement Advisory Services first reported a position in Fisker Inc. in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Fisker Inc. position peaked at $127K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Fisker Inc. as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.