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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PPLTAbrdn Physical Platinum Shares Etf
| 0.37% | $707,000 8,516 shares@ $83.03 avg price | New Position |
GNSSGenasys Ord
| 0.37% | $707,000 272,200 shares@ $2.6 avg price | Increased 251.09% |
BMYBristol Myers Squibb Ord
| 0.37% | $703,000 12,430 shares@ $56.56 avg price | Increased 17657.15% |
NOWServicenow Ord
| 0.37% | $699,000 660 shares@ $1059.1 avg price | New Position |
FYBRFrontier Communications Parent Ord
| 0.37% | $696,000 20,074 shares@ $34.68 avg price | Increased 77107.7% |
CYTKCytokinetics Ord
| 0.36% | $695,000 14,800 shares@ $46.96 avg price | Increased 30.77% |
TECKTeck Resources Cl B Ord
| 0.36% | $689,000 17,000 shares@ $40.53 avg price | Increased 709.53% |
BAYRYBayer Aktiengesellschaft Each Re Adr (pnk)
| 0.35% | $672,000 137,856 shares@ $4.88 avg price | New Position |
GEVGe Vernova Ord
| 0.34% | $657,000 2,000 shares@ $328.5 avg price | Decreased -80.95% |
NKENike Cl B Ord
| 0.34% | $654,000 8,652 shares@ $75.59 avg price | Increased 5745.95% |