B. Riley Wealth Advisors’s Workhorse Group WKHS Stock Holding History

B. Riley Wealth 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
2021 Q4	–	Sell	-5	Closed	-$112K	–	1501
2021 Q3	$112K	Sell	5 -1	-17%	-$30.3K	﹤0.01%	1324
2021 Q2	$309K	Hold	6	–	–	0.01%	1009
2021 Q1	$251K	Sell	6 -1	-14%	-$71.8K	0.01%	1086
2020 Q4	$425K	Buy	7 +3	+75%	+$195K	0.02%	595
2020 Q3	$294K	Sell	4 -1	-20%	-$57.2K	0.02%	719
2020 Q2	$282K	Buy	+5	New	+$54.2K	0.02%	650
2019 Q4	–	Sell	-6	Closed	-$59K	–	909
2019 Q3	$59K	Buy	+6	New	+$64.3K	0.01%	784

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

B. Riley Wealth Advisors's WKHS Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Workhorse Group (WKHS) in Q4 2021, closing a stake of 5 shares — an estimated $112K sold.

B. Riley Wealth Advisors first reported a position in WKHS in Q3 2019 and held it in 7 quarters. The position peaked at $425K in Q4 2020. 152 funds tracked by Wall St. Rank hold WKHS as of Q4 2021.

B. Riley Wealth Advisors reported no remaining Workhorse Group position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 5 Workhorse Group shares in Q4 2021, an estimated $112K.
B. Riley Wealth Advisors first reported a position in Workhorse Group in Q3 2019 and held it in 7 quarters.
B. Riley Wealth Advisors's Workhorse Group position peaked at $425K in Q4 2020.
152 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.