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Capital Advisors Ltd’s Workhorse Group WKHS Stock Holding History

Capital Advisors Ltd’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
2025
Q1 		– Sell
-5
Closed -$1K – 1605
2024
Q4 		$1K Hold
5
– – ﹤0.01% 1329
2024
Q3 		$1K Buy
+5
New +$846 ﹤0.01% 1320
2022
Q2 		– Hold
0
– – – 1357
2022
Q1 		– Hold
0
– – – 1234

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Capital Advisors Ltd's WKHS Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Workhorse Group (WKHS) in Q1 2025, closing a stake of 5 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in WKHS in Q3 2024 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 33 funds tracked by Wall St. Rank hold WKHS as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Workhorse Group position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 Workhorse Group shares in Q1 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Workhorse Group in Q3 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's Workhorse Group position peaked at $1K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.