Avestar Capital’s Workhorse Group WKHS Stock Holding History

Avestar Capital’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
2021 Q4	–	Sell	-30	Closed	-$696K	–	508
2021 Q3	$696K	Buy	30 +8	+36%	+$242K	0.09%	234
2021 Q2	$1.12M	Buy	22 +6	+38%	+$222K	0.15%	166
2021 Q1	$622K	Buy	+16	New	+$1.15M	0.14%	156

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Avestar Capital's WKHS Position: Q4 2021 in Review

Avestar Capital sold out of Workhorse Group (WKHS) in Q4 2021, closing a stake of 30 shares — an estimated $696K sold.

Avestar Capital first reported a position in WKHS in Q1 2021 and held it in 3 quarters. The position peaked at $1.12M in Q2 2021. 152 funds tracked by Wall St. Rank hold WKHS as of Q4 2021.

Avestar Capital reported no remaining Workhorse Group position as of Q4 2021 after selling out during the quarter.
Avestar Capital sold 30 Workhorse Group shares in Q4 2021, an estimated $696K.
Avestar Capital first reported a position in Workhorse Group in Q1 2021 and held it in 3 quarters.
Avestar Capital's Workhorse Group position peaked at $1.12M in Q2 2021.
152 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2021.

Based on Avestar Capital's 13F filing for Q4 2021, filed 1 Feb 2022.