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Avidian Wealth Enterprises’s Workhorse Group WKHS Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-7
Closed -$303K – 418
2021
Q1 		$303K Buy
7
+3
+75% +$215K 0.03% 285
2020
Q4 		$218K Buy
+4
New +$260K 0.02% 288

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Avidian Wealth Enterprises's WKHS Position: Q2 2021 in Review

Avidian Wealth Enterprises sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 7 shares — an estimated $303K sold.

Avidian Wealth Enterprises first reported a position in WKHS in Q4 2020 and held it in 2 quarters. The position peaked at $303K in Q1 2021. 166 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

  • Avidian Wealth Enterprises reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7 Workhorse Group shares in Q2 2021, an estimated $303K.
  • Avidian Wealth Enterprises first reported a position in Workhorse Group in Q4 2020 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Workhorse Group position peaked at $303K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2021, filed 9 Aug 2021.