Focused Wealth Management’s Workhorse Group WKHS Stock Holding History

Focused 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
2024 Q1	–	Hold	0	–	-$288	–	976
2023 Q4	–	Hold	0	–	–	–	944
2023 Q3	–	Hold	0	–	–	–	937
2023 Q2	–	Hold	0	–	–	–	908
2023 Q1	–	Hold	0	–	–	–	850
2022 Q4	–	Hold	0	–	–	–	825
2022 Q3	–	Hold	0	–	–	–	729
2022 Q2	–	Hold	0	–	–	–	770
2022 Q1	–	Hold	0	–	–	–	690
2021 Q4	–	Hold	0	–	–	–	740
2021 Q3	–	Hold	0	–	–	–	672
2021 Q2	–	Hold	0	–	–	–	556
2021 Q1	–	Hold	0	–	–	–	577
2020 Q4	–	Hold	0	–	–	–	524
2020 Q3	–	Hold	0	–	–	–	463
2020 Q2	–	Hold	0	–	–	–	545

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return