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First Affirmative Financial Network’s Workhorse Group WKHS Stock Holding History

First Affirmative Financial Network’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
2024
Q2 		– Sell
-4
Closed -$2.58K – 274
2024
Q1 		$2.58K Buy
+4
New +$3.45K ﹤0.01% 254
2023
Q4 		– Sell
-3
Closed -$4.21K – 250
2023
Q3 		$4.21K Buy
+3
New +$7.71K ﹤0.01% 213

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

First Affirmative Financial Network's WKHS Position: Q2 2024 in Review

First Affirmative Financial Network sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 4 shares — an estimated $2.58K sold.

First Affirmative Financial Network first reported a position in WKHS in Q3 2023 and held it in 2 quarters. The position peaked at $4.21K in Q3 2023. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • First Affirmative Financial Network reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 4 Workhorse Group shares in Q2 2024, an estimated $2.58K.
  • First Affirmative Financial Network first reported a position in Workhorse Group in Q3 2023 and held it in 2 quarters.
  • First Affirmative Financial Network's Workhorse Group position peaked at $4.21K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on First Affirmative Financial Network's 13F filing for Q2 2024, filed 10 Jul 2024.