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Formidable Asset Management’s Workhorse Group WKHS Stock Holding History

Formidable 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
2024
Q2 		– Sell
-5
Closed -$3.71K – 437
2024
Q1 		$3.71K Hold
5
– – ﹤0.01% 386
2023
Q4 		$5.7K Hold
5
– – ﹤0.01% 284
2023
Q3 		$6.56K Buy
+5
New +$12.9K ﹤0.01% 288
2020
Q4 		– Sell
-3
Closed -$204K – 299
2020
Q3 		$204K Sell
3
-14
-82% -$800K 0.06% 229
2020
Q2 		$893K Buy
+17
New +$184K 0.26% 83

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

Formidable Asset Management's WKHS Position: Q2 2024 in Review

Formidable Asset Management sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 5 shares — an estimated $3.71K sold.

Formidable Asset Management first reported a position in WKHS in Q2 2020 and held it in 5 quarters. The position peaked at $893K in Q2 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Formidable Asset Management reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Formidable Asset Management sold 5 Workhorse Group shares in Q2 2024, an estimated $3.71K.
  • Formidable Asset Management first reported a position in Workhorse Group in Q2 2020 and held it in 5 quarters.
  • Formidable Asset Management's Workhorse Group position peaked at $893K in Q2 2020.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.