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

B. Riley Wealth Management’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
2020
Q4 		– Sell
-14
Closed -$1.04M – 468
2020
Q3 		$1.04M Buy
+14
New +$800K 0.12% 146
2020
Q2 		– Sell
-13
Closed -$72K – 563
2020
Q1 		$72K Buy
+13
New +$112K 0.01% 493

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
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's WKHS Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Workhorse Group (WKHS) in Q4 2020, closing a stake of 14 shares — an estimated $1.04M sold.

B. Riley Wealth Management first reported a position in WKHS in Q1 2020 and held it in 2 quarters. The position peaked at $1.04M in Q3 2020. 172 funds tracked by Wall St. Rank hold WKHS as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Workhorse Group position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 14 Workhorse Group shares in Q4 2020, an estimated $1.04M.
  • B. Riley Wealth Management first reported a position in Workhorse Group in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's Workhorse Group position peaked at $1.04M in Q3 2020.
  • 172 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.