Ameritas Advisory Services’s Workhorse Group WKHS Stock Holding History

Ameritas Advisory Services’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
2023 Q4	–	Sell	-4	Closed	-$5.98K	–	851
2023 Q3	$5.98K	Sell	4 -19	-83%	-$48.9K	﹤0.01%	804
2023 Q2	$64.7K	Sell	23 -2	-8%	-$5.77K	0.01%	538
2023 Q1	$97.5K	Sell	25 -3	-11%	-$16.6K	﹤0.01%	1010
2022 Q4	$129K	Buy	28 +5	+22%	+$34.4K	0.01%	853
2022 Q3	$200K	Buy	23 +2	+10%	+$19.4K	0.01%	718
2022 Q2	$165K	Hold	21	–	–	0.01%	764
2022 Q1	$315K	Buy	21 +3	+17%	+$33.1K	0.01%	650
2021 Q4	$231K	Buy	+18	New	+$327K	0.01%	733

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ameritas Advisory Services's WKHS Position: Q4 2023 in Review

Ameritas Advisory Services sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 4 shares — an estimated $5.98K sold.

Ameritas Advisory Services first reported a position in WKHS in Q4 2021 and held it in 8 quarters. The position peaked at $315K in Q1 2022. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

Ameritas Advisory Services reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
Ameritas Advisory Services sold 4 Workhorse Group shares in Q4 2023, an estimated $5.98K.
Ameritas Advisory Services first reported a position in Workhorse Group in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Workhorse Group position peaked at $315K in Q1 2022.
112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.