Cathie Wood
WKHS icon

Cathie Wood’s Workhorse Group WKHS Stock Holding History

Cathie Wood’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
Q2 		– Sell
-1,333
Closed -$55.1M – 300
2021
Q1 		$55.1M Buy
1,333
+717
+116% +$51.5M 0.11% 125
2020
Q4 		$36.6M Buy
616
+373
+153% +$24.3M 0.1% 114
2020
Q3 		$18.5M Buy
243
+209
+615% +$11.9M 0.11% 91
2020
Q2 		$1.8M Buy
+34
New +$369K 0.02% 120

Other funds holding WKHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

Cathie Wood's WKHS Position: Q2 2021 in Review

Cathie Wood sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 1,333 shares — an estimated $55.1M sold.

Cathie Wood first reported a position in WKHS in Q2 2020 and held it in 4 quarters. The position peaked at $55.1M in Q1 2021. 166 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

  • Cathie Wood reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
  • Cathie Wood sold 1,333 Workhorse Group shares in Q2 2021, an estimated $55.1M.
  • Cathie Wood first reported a position in Workhorse Group in Q2 2020 and held it in 4 quarters.
  • Cathie Wood's Workhorse Group position peaked at $55.1M in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on ARK Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.