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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
CEGConstellation Energy Ord
Recent Activity
Increased 1834.7%
0.33%
$636,000
2,844 shares@ $223.63 avg price
NIONio Ads Rep 1 Cl A Ord
Recent Activity
Increased 352.58%
0.33%
$634,000
145,430 shares@ $4.36 avg price
DOCSDoximity Cl A Ord
Recent Activity
New Position
0.32%
$613,000
11,500 shares@ $53.31 avg price
BMTXBm Technologies Cl A Ord
Recent Activity
New Position
0.32%
$611,000
125,000 shares@ $4.89 avg price
ALTMArcadium Lithium Ord
Recent Activity
New Position
0.31%
$597,000
116,410 shares@ $5.13 avg price
CAVACava Group Ord
Recent Activity
Decreased -55.7%
0.31%
$587,000
5,217 shares@ $112.52 avg price
SGMTSagimet Biosciences Srs A Ord
Recent Activity
Decreased -11.96%
0.31%
$586,000
130,250 shares@ $4.5 avg price
KHNGYKuehne Nagel International Adr
Recent Activity
New Position
0.29%
$554,000
12,076 shares@ $45.88 avg price
VODVodafone Group Adr Rep 10 Ord
Recent Activity
Increased 62900%
0.28%
$534,000
63,000 shares@ $8.48 avg price
MTTRMatterport Cl A Ord
Recent Activity
Increased 200.03%
0.26%
$497,000
105,010 shares@ $4.74 avg price