Envestnet Asset Management
WKHS icon

Envestnet Asset Management’s Workhorse Group WKHS Stock Holding History

Envestnet Asset 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
2022
Q1 		– Sell
-6
Closed -$77K – 4075
2021
Q4 		$77K Buy
6
+1
+20% +$18.2K ﹤0.01% 3783
2021
Q3 		$117K Hold
5
– – ﹤0.01% 3577
2021
Q2 		$237K Sell
5
-2
-29% -$74.1K ﹤0.01% 3418
2021
Q1 		$278K Hold
7
– – ﹤0.01% 3173
2020
Q4 		$388K Buy
+7
New +$455K ﹤0.01% 2786

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management's WKHS Position: Q1 2022 in Review

Envestnet Asset Management sold out of Workhorse Group (WKHS) in Q1 2022, closing a stake of 6 shares — an estimated $77K sold.

Envestnet Asset Management first reported a position in WKHS in Q4 2020 and held it in 5 quarters. The position peaked at $388K in Q4 2020. 154 funds tracked by Wall St. Rank hold WKHS as of Q1 2022.

  • Envestnet Asset Management reported no remaining Workhorse Group position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 6 Workhorse Group shares in Q1 2022, an estimated $77K.
  • Envestnet Asset Management first reported a position in Workhorse Group in Q4 2020 and held it in 5 quarters.
  • Envestnet Asset Management's Workhorse Group position peaked at $388K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.