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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
CATCaterpillar Ord
Recent Activity
Exited
0%
$1.368M
3,500 shares@ $390.86 avg price
TAKTakeda Pharma Adr Rep 0.5 Ord
Recent Activity
Exited
0%
$1.245M
87,594 shares@ $14.22 avg price
ARMArm Holdings Adr
Recent Activity
Exited
0%
$1.144M
8,000 shares@ $143.0 avg price
BBYBest Buy Ord
Recent Activity
Exited
0%
$1.084M
10,500 shares@ $103.24 avg price
VBVanguard Small Cap Etf
Recent Activity
Exited
0%
$1.043M
4,400 shares@ $237.05 avg price
TGANSharecare Cl A Ord
Recent Activity
Exited
0%
$957,000
674,293 shares@ $1.42 avg price
ALVAutoliv Ord
Recent Activity
Exited
0%
$933,000
10,000 shares@ $93.3 avg price
WPCW P Carey Reit Ord
Recent Activity
Exited
0%
$890,000
14,300 shares@ $62.24 avg price
YUMCYum China Ord
Recent Activity
Exited
0%
$802,000
17,825 shares@ $45.0 avg price
SBUXStarbucks Ord
Recent Activity
Exited
0%
$794,000
8,148 shares@ $97.45 avg price