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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
VTIVanguard Total Stock Market Etf
Recent Activity
Exited
0%
$1.982M
7,000 shares@ $283.15 avg price
BPBp Adr Each Repstng Six Ord
Recent Activity
Exited
0%
$1.961M
62,500 shares@ $31.38 avg price
NVEINuvei Ord
Recent Activity
Exited
0%
$1.868M
56,026 shares@ $33.35 avg price
GEGe Aerospace Ord
Recent Activity
Exited
0%
$1.739M
9,226 shares@ $188.49 avg price
VSTVistra Ord
Recent Activity
Exited
0%
$1.738M
14,663 shares@ $118.53 avg price
BYRNByrna Technologies Ord
Recent Activity
Exited
0%
$1.712M
100,900 shares@ $16.97 avg price
JJacobs Solutions Ord
Recent Activity
Exited
0%
$1.703M
13,016 shares@ $130.84 avg price
MRVLMarvell Technology Ord
Recent Activity
Exited
0%
$1.622M
22,500 shares@ $72.09 avg price
WDAYWorkday Cl A Ord
Recent Activity
Exited
0%
$1.588M
6,500 shares@ $244.31 avg price
CNSLConsolidated Communications Hldg Ord
Recent Activity
Exited
0%
$1.467M
316,346 shares@ $4.64 avg price