Gateway Advisory’s Workhorse Group WKHS Stock Holding History

Gateway Advisory’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 Q1	–	Sell	-56	Closed	-$3.33M	–	103
2020 Q4	$3.33M	Buy	+56	New	+$3.64M	0.73%	33
2018 Q1	–	Sell	-17	Closed	-$128K	–	101
2017 Q4	$128K	Buy	+17	New	+$138K	0.04%	91

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gateway Advisory's WKHS Position: Q1 2021 in Review

Gateway Advisory sold out of Workhorse Group (WKHS) in Q1 2021, closing a stake of 56 shares — an estimated $3.33M sold.

Gateway Advisory first reported a position in WKHS in Q4 2017 and held it in 2 quarters. The position peaked at $3.33M in Q4 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

Gateway Advisory reported no remaining Workhorse Group position as of Q1 2021 after selling out during the quarter.
Gateway Advisory sold 56 Workhorse Group shares in Q1 2021, an estimated $3.33M.
Gateway Advisory first reported a position in Workhorse Group in Q4 2017 and held it in 2 quarters.
Gateway Advisory's Workhorse Group position peaked at $3.33M in Q4 2020.
170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on Gateway Advisory's 13F filing for Q1 2021, filed 12 Apr 2021.