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

Wellspring 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	-403,086	Closed	-$8.34K	–	161
2024 Q1	$8.34K	Buy	+403,086	New	+$282K	﹤0.01%	142

Other funds holding FSR

Kovitz Investment Group Partners

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

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Old Point Trust & Financial Services N A Newport News, Virginia $311M AUM 24.14% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

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

Wellspring Financial Advisors sold out of Fisker Inc. (FSR) in Q2 2024, closing a stake of 403,086 shares — an estimated $8.34K sold.

Wellspring Financial Advisors first reported a position in FSR in Q1 2024 and held it in 1 quarter. The position peaked at $8.34K in Q1 2024. 8 funds tracked by Wall St. Rank hold FSR as of Q2 2024.

Wellspring Financial Advisors reported no remaining Fisker Inc. position as of Q2 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 403,086 Fisker Inc. shares in Q2 2024, an estimated $8.34K.
Wellspring Financial Advisors first reported a position in Fisker Inc. in Q1 2024 and held it in 1 quarter.
Wellspring Financial Advisors's Fisker Inc. position peaked at $8.34K in Q1 2024.
8 funds tracked by Wall St. Rank held Fisker Inc. as of Q2 2024.

Based on Wellspring Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.