American Portfolios Advisors’s Workhorse Group WKHS Stock Holding History

American Portfolios Advisors’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
2022 Q3	$17K	Hold	2	–	–	﹤0.01%	2269
2022 Q2	$15.4K	Hold	2	–	–	﹤0.01%	2358
2022 Q1	$29.7K	Hold	2	–	–	﹤0.01%	2153
2021 Q4	$21K	Hold	2	–	–	﹤0.01%	2303
2021 Q3	$34.6K	Buy	2 +1	+100%	+$30.3K	﹤0.01%	1984
2021 Q2	$60.4K	Hold	1	–	–	﹤0.01%	1641
2021 Q1	$45.6K	Sell	1 -1	-50%	-$71.8K	﹤0.01%	1641
2020 Q4	$123K	Sell	2 -22	-92%	-$1.43M	0.01%	1067
2020 Q3	$1.84M	Buy	24 +23	+2,300%	+$1.31M	0.11%	181
2020 Q2	$62.6K	Hold	1	–	–	﹤0.01%	1207
2020 Q1	$6.33K	Hold	1	–	–	﹤0.01%	2001
2019 Q4	$10.6K	Hold	1	–	–	﹤0.01%	1973
2019 Q3	$12.3K	Buy	+1	New	+$10.7K	﹤0.01%	1858

Other funds holding WKHS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

American Portfolios Advisors's WKHS Position: Q3 2022 in Review

American Portfolios Advisors held its Workhorse Group (WKHS) position steady in Q3 2022 at 2 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

American Portfolios Advisors first reported a position in WKHS in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.84M in Q3 2020. 145 funds tracked by Wall St. Rank hold WKHS as of Q3 2022.

American Portfolios Advisors held 2 shares of Workhorse Group worth $17K as of Q3 2022.
American Portfolios Advisors left its Workhorse Group share count unchanged in Q3 2022.
Workhorse Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2269 holding.
American Portfolios Advisors first reported a position in Workhorse Group in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Workhorse Group position peaked at $1.84M in Q3 2020.
145 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.