CFD
WKHS icon

Creative Financial Designs’s Workhorse Group WKHS Stock Holding History

Creative Financial Designs’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
2023
Q4 		– Sell
-1
Closed -$1.2K – 1647
2023
Q3 		$717 Sell
1
-1
-50% -$2.57K ﹤0.01% 1424
2023
Q2 		$5.21K Hold
2
– – ﹤0.01% 1168
2023
Q1 		$7.95K Hold
2
– – ﹤0.01% 1012
2022
Q4 		$9.09K Hold
2
– – ﹤0.01% 921
2022
Q3 		$17K Hold
2
– – ﹤0.01% 780
2022
Q2 		$16K Hold
2
– – ﹤0.01% 785
2022
Q1 		$28K Buy
2
+1
+100% +$11K ﹤0.01% 701
2021
Q4 		$16K Hold
1
– – ﹤0.01% 814
2021
Q3 		$26K Hold
1
– – ﹤0.01% 799
2021
Q2 		$61K Hold
1
– – 0.01% 552
2021
Q1 		$60K Buy
+1
New +$71.8K 0.01% 523
2020
Q4 		– Hold
0
– – – 1052

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Creative Financial Designs's WKHS Position: Q4 2023 in Review

Creative Financial Designs sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 1 share — an estimated $1.2K sold.

Creative Financial Designs first reported a position in WKHS in Q1 2021 and held it in 11 quarters. The position peaked at $61K in Q2 2021. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • Creative Financial Designs reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • Creative Financial Designs sold 1 Workhorse Group share in Q4 2023, an estimated $1.2K.
  • Creative Financial Designs first reported a position in Workhorse Group in Q1 2021 and held it in 11 quarters.
  • Creative Financial Designs's Workhorse Group position peaked at $61K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.