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Shawn Fischman

@Fny Investment Advisers, Llc

Latest period2024 - Q4ReportedManaged Assets$193.329MTotal holdings684
Assets growth rate-6.88%Assets growth rate (2-Q avg)16.3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fny Investment Advisers, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 684 positions.

Assets under management

The assets under management (AUM) of Fny Investment Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 193.329M in assets, with a quarterly growth rate of -6.88% and a 2-quarter average growth rate of 16.3%. The portfolio is managed by Shawn Fischman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SIRISiriusxm Holdings Ord
Recent Activity
Increased 1.49%
1.6%
$3.078M
135,017 shares@ $22.8 avg price
6900⤦Revelyst Ord
Recent Activity
New Position
1.5%
$2.884M
150,000 shares@ $19.23 avg price
BABoeing Ord
Recent Activity
Increased 78.42%
1.45%
$2.791M
15,772 shares@ $176.96 avg price
HCPHashicorp Cl A Ord
Recent Activity
Increased 30.48%
1.44%
$2.779M
81,254 shares@ $34.21 avg price
FLDFtac Emerald Acquisition Cl A Ord
Recent Activity
New Position
1.42%
$2.741M
247,006 shares@ $11.1 avg price
ADPAutomatic Data Processing Ord
Recent Activity
New Position
1.4%
$2.693M
9,200 shares@ $292.72 avg price
CORZCore Scientific Ord
Recent Activity
Increased 35.8%
1.39%
$2.679M
190,747 shares@ $14.05 avg price
KKellanova Ord
Recent Activity
New Position
1.29%
$2.49M
30,760 shares@ $80.95 avg price
MOAltria Group Ord
Recent Activity
Decreased -74.24%
1.28%
$2.457M
47,000 shares@ $52.28 avg price
CDROCodere Online Luxembourg Ord
Recent Activity
Increased 194.91%
1.23%
$2.374M
368,177 shares@ $6.45 avg price