Creative Planning
WKHS icon

Creative Planning’s Workhorse Group WKHS Stock Holding History

Creative Planning’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
-23
Closed -$28.7K – 3102
2023
Q3 		$28.7K Hold
23
– – ﹤0.01% 2548
2023
Q2 		$59.5K Buy
23
+20
+667% +$57.7K ﹤0.01% 2423
2023
Q1 		$13.4K Sell
3
-14
-82% -$77.3K ﹤0.01% 2443
2022
Q4 		$77K Buy
17
+8
+89% +$55.1K ﹤0.01% 2185
2022
Q3 		$74K Buy
9
+2
+29% +$19.4K ﹤0.01% 2076
2022
Q2 		$57K Buy
7
+2
+40% +$18.9K ﹤0.01% 2041
2022
Q1 		$68K Buy
5
+1
+25% +$11K ﹤0.01% 2030
2021
Q4 		$53K Sell
4
-1
-20% -$18.2K ﹤0.01% 1995
2021
Q3 		$106K Hold
5
– – ﹤0.01% 1941
2021
Q2 		$235K Sell
5
-4
-44% -$148K ﹤0.01% 1711
2021
Q1 		$359K Sell
9
-26
-74% -$1.87M ﹤0.01% 1673
2020
Q4 		$2.05M Sell
35
-13
-27% -$846K ﹤0.01% 663
2020
Q3 		$3.63M Buy
48
+37
+336% +$2.12M 0.01% 381
2020
Q2 		$549K Buy
11
+4
+57% +$43.4K ﹤0.01% 985
2020
Q1 		$39K Buy
7
+3
+75% +$25.8K ﹤0.01% 1663
2019
Q4 		$38K Buy
+4
New +$36.8K ﹤0.01% 1844
2017
Q3 		– Sell
-1
Closed -$9K – 3715
2017
Q2 		$9K Hold
1
– – ﹤0.01% 3702
2017
Q1 		$7K Hold
1
– – ﹤0.01% 3814
2016
Q4 		$18K Hold
1
– – ﹤0.01% 3151
2016
Q3 		$18K Hold
1
– – ﹤0.01% 3134
2016
Q2 		$17K Hold
1
– – ﹤0.01% 2922
2016
Q1 		$23K Buy
+1
New +$18.8K ﹤0.01% 2657

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 Planning's WKHS Position: Q4 2023 in Review

Creative Planning sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 23 shares — an estimated $28.7K sold.

Creative Planning first reported a position in WKHS in Q1 2016 and held it in 22 quarters. The position peaked at $3.63M in Q3 2020. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • Creative Planning reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 23 Workhorse Group shares in Q4 2023, an estimated $28.7K.
  • Creative Planning first reported a position in Workhorse Group in Q1 2016 and held it in 22 quarters.
  • Creative Planning's Workhorse Group position peaked at $3.63M in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.