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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
GBFHGbank Finl Hldgs Ord
Recent Activity
Decreased -67.21%
0.14%
$258,000
6,000 shares@ $43.0 avg price
ORCLOracle Ord
Recent Activity
Decreased -89.56%
0.13%
$251,000
1,511 shares@ $166.12 avg price
BEBloom Energy Cl A Ord
Recent Activity
Decreased -53.12%
0.13%
$249,000
11,250 shares@ $22.14 avg price
VKTXViking Therapeutics Ord
Recent Activity
Decreased -48.35%
0.13%
$248,000
6,185 shares@ $40.1 avg price
QXOQxo Ord
Recent Activity
Decreased -61.38%
0.13%
$235,000
14,783 shares@ $15.9 avg price
ACIAlbertsons Companies Cl A Ord
Recent Activity
Decreased -72.6%
0.12%
$226,000
11,555 shares@ $19.56 avg price
IPGPIpg Photonics Ord
Recent Activity
Decreased -28.57%
0.12%
$218,000
3,000 shares@ $72.67 avg price
GOOGAlphabet Cl C Ord
Recent Activity
Decreased -0.09%
0.11%
$201,000
1,056 shares@ $190.35 avg price
FROGJfrog Ord
Recent Activity
Decreased -4.22%
0.11%
$199,000
6,800 shares@ $29.27 avg price
ESBSEs Bancshares Ord
Recent Activity
Decreased -14.32%
0.11%
$198,000
30,500 shares@ $6.5 avg price