9258 Wealth Management’s Workhorse Group WKHS Stock Holding History

9258 Wealth Management’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$2.44K	–	354
2024 Q1	$2.44K	Buy	+3	New	+$2.59K	﹤0.01%	347
2023 Q4	–	Sell	-3	Closed	-$4.31K	–	337
2023 Q3	$4.31K	Hold	3	–	–	﹤0.01%	323
2023 Q2	$9.06K	Hold	3	–	–	﹤0.01%	318
2023 Q1	$13.8K	Hold	3	–	–	﹤0.01%	320
2022 Q4	$15.8K	Hold	3	–	–	﹤0.01%	324
2022 Q3	$30K	Hold	3	–	–	0.01%	319
2022 Q2	$27K	Sell	3 -1	-25%	-$9.44K	0.01%	332
2022 Q1	$62K	Hold	4	–	–	0.01%	351
2021 Q4	$47K	Hold	4	–	–	0.01%	367
2021 Q3	$82K	Hold	4	–	–	0.02%	344
2021 Q2	$179K	Hold	4	–	–	0.05%	333
2021 Q1	$162K	Buy	+4	New	+$287K	0.05%	316

Other funds holding WKHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

9258 Wealth Management's WKHS Position: Q2 2024 in Review

9258 Wealth Management sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 3 shares — an estimated $2.44K sold.

9258 Wealth Management first reported a position in WKHS in Q1 2021 and held it in 12 quarters. The position peaked at $179K in Q2 2021. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

9258 Wealth Management reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
9258 Wealth Management sold 3 Workhorse Group shares in Q2 2024, an estimated $2.44K.
9258 Wealth Management first reported a position in Workhorse Group in Q1 2021 and held it in 12 quarters.
9258 Wealth Management's Workhorse Group position peaked at $179K in Q2 2021.
60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.