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Charter Research & Investment Group’s Workhorse Group WKHS Stock Holding History

Charter Research & Investment Group’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
-5
Closed -$198K – 82
2021
Q1 		$198K Hold
5
– – 0.17% 80
2020
Q4 		$284K Buy
+5
New +$325K 0.27% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Charter Research & Investment Group's WKHS Position: Q2 2021 in Review

Charter Research & Investment Group sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 5 shares — an estimated $198K sold.

Charter Research & Investment Group first reported a position in WKHS in Q4 2020 and held it in 2 quarters. The position peaked at $284K in Q4 2020. 166 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

  • Charter Research & Investment Group reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
  • Charter Research & Investment Group sold 5 Workhorse Group shares in Q2 2021, an estimated $198K.
  • Charter Research & Investment Group first reported a position in Workhorse Group in Q4 2020 and held it in 2 quarters.
  • Charter Research & Investment Group's Workhorse Group position peaked at $284K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on Charter Research & Investment Group's 13F filing for Q2 2021, filed 10 Aug 2021.