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Cetera Advisors’s Workhorse Group WKHS Stock Holding History

Cetera Advisors’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
Q4 		– Sell
-17
Closed -$384K – 1523
2021
Q3 		$384K Sell
17
-2
-11% -$60.5K 0.01% 985
2021
Q2 		$969K Buy
19
+12
+171% +$444K 0.02% 557
2021
Q1 		$272K Buy
+7
New +$503K 0.01% 1002
2020
Q4 		– Sell
-4
Closed -$282K – 1072
2020
Q3 		$282K Buy
+4
New +$229K 0.01% 754

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cetera Advisors's WKHS Position: Q4 2021 in Review

Cetera Advisors sold out of Workhorse Group (WKHS) in Q4 2021, closing a stake of 17 shares — an estimated $384K sold.

Cetera Advisors first reported a position in WKHS in Q3 2020 and held it in 4 quarters. The position peaked at $969K in Q2 2021. 152 funds tracked by Wall St. Rank hold WKHS as of Q4 2021.

  • Cetera Advisors reported no remaining Workhorse Group position as of Q4 2021 after selling out during the quarter.
  • Cetera Advisors sold 17 Workhorse Group shares in Q4 2021, an estimated $384K.
  • Cetera Advisors first reported a position in Workhorse Group in Q3 2020 and held it in 4 quarters.
  • Cetera Advisors's Workhorse Group position peaked at $969K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2021.

Based on Cetera Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.