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Brave Asset Management’s Workhorse Group WKHS Stock Holding History

Brave Asset 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
2022
Q4 		– Sell
-3
Closed -$29K – 159
2022
Q3 		$29K Hold
3
– – 0.01% 138
2022
Q2 		$26K Hold
3
– – 0.01% 139
2022
Q1 		$50K Hold
3
– – 0.02% 149
2021
Q4 		$44K Hold
3
– – 0.01% 147
2021
Q3 		$77K Hold
3
– – 0.02% 142
2021
Q2 		$166K Buy
+3
New +$111K 0.05% 138

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brave Asset Management's WKHS Position: Q4 2022 in Review

Brave Asset Management sold out of Workhorse Group (WKHS) in Q4 2022, closing a stake of 3 shares — an estimated $29K sold.

Brave Asset Management first reported a position in WKHS in Q2 2021 and held it in 6 quarters. The position peaked at $166K in Q2 2021. 145 funds tracked by Wall St. Rank hold WKHS as of Q4 2022.

  • Brave Asset Management reported no remaining Workhorse Group position as of Q4 2022 after selling out during the quarter.
  • Brave Asset Management sold 3 Workhorse Group shares in Q4 2022, an estimated $29K.
  • Brave Asset Management first reported a position in Workhorse Group in Q2 2021 and held it in 6 quarters.
  • Brave Asset Management's Workhorse Group position peaked at $166K in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2022.

Based on Brave Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.