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Edge Wealth Management’s Workhorse Group WKHS Stock Holding History

Edge Wealth Management’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
Q3 		– Hold
0
– -$8K – 550
2021
Q2 		– Hold
0
– – – 320
2020
Q3 		– Sell
-2
Closed -$87K – 634
2020
Q2 		$87K Buy
+2
New +$21.7K 0.02% 216

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Edge Wealth Management's WKHS Position: Q3 2021 in Review

Edge Wealth Management held its Workhorse Group (WKHS) position steady in Q3 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Edge Wealth Management first reported a position in WKHS in Q2 2020 and has held it in 1 quarter since. The position peaked at $87K in Q2 2020. 154 funds tracked by Wall St. Rank hold WKHS as of Q3 2021.

  • Edge Wealth Management held 0 shares of Workhorse Group worth $0 as of Q3 2021.
  • Edge Wealth Management left its Workhorse Group share count unchanged in Q3 2021.
  • Workhorse Group made up ﹤0.01% of Edge Wealth Management's portfolio in Q3 2021, its #550 holding.
  • Edge Wealth Management first reported a position in Workhorse Group in Q2 2020 and has held it in 1 quarter since.
  • Edge Wealth Management's Workhorse Group position peaked at $87K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.