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Brinker Capital Investments’s Workhorse Group WKHS Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-3
Closed -$201K – 1277
2020
Q4 		$201K Buy
+3
New +$195K ﹤0.01% 994

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AIM
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RS
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Invesco
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Brinker Capital Investments's WKHS Position: Q1 2021 in Review

Brinker Capital Investments sold out of Workhorse Group (WKHS) in Q1 2021, closing a stake of 3 shares — an estimated $201K sold.

Brinker Capital Investments first reported a position in WKHS in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

  • Brinker Capital Investments reported no remaining Workhorse Group position as of Q1 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 3 Workhorse Group shares in Q1 2021, an estimated $201K.
  • Brinker Capital Investments first reported a position in Workhorse Group in Q4 2020 and held it in 1 quarter.
  • Brinker Capital Investments's Workhorse Group position peaked at $201K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on Brinker Capital Investments's 13F filing for Q1 2021, filed 12 May 2021.