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Cassady Schiller Wealth Management’s Workhorse Group WKHS Stock Holding History

Cassady Schiller 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
2024
Q4 		– Sell
-1
Closed -$137 – 1141
2024
Q3 		$107 Hold
1
– – ﹤0.01% 461
2024
Q2 		$193 Hold
1
– – ﹤0.01% 461
2024
Q1 		$575 Hold
1
– – ﹤0.01% 472
2023
Q4 		$1.24K Hold
1
– – ﹤0.01% 404
2023
Q3 		$1.01K Hold
1
– – ﹤0.01% 421
2023
Q2 		$2.13K Hold
1
– – ﹤0.01% 417
2023
Q1 		$3.26K Hold
1
– – ﹤0.01% 380
2022
Q4 		$3.72K Buy
+1
New +$6.89K ﹤0.01% 385
2022
Q1 		– Hold
0
– -$2K – 605
2021
Q4 		– Hold
0
– – – 412

Other funds holding WKHS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassady Schiller Wealth Management's WKHS Position: Q4 2024 in Review

Cassady Schiller Wealth Management sold out of Workhorse Group (WKHS) in Q4 2024, closing a stake of 1 share — an estimated $137 sold.

Cassady Schiller Wealth Management first reported a position in WKHS in Q4 2022 and held it in 8 quarters. The position peaked at $3.72K in Q4 2022. 42 funds tracked by Wall St. Rank hold WKHS as of Q4 2024.

  • Cassady Schiller Wealth Management reported no remaining Workhorse Group position as of Q4 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1 Workhorse Group share in Q4 2024, an estimated $137.
  • Cassady Schiller Wealth Management first reported a position in Workhorse Group in Q4 2022 and held it in 8 quarters.
  • Cassady Schiller Wealth Management's Workhorse Group position peaked at $3.72K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.