Glassman Wealth Services’s Workhorse Group WKHS Stock Holding History

Glassman Wealth Services’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
2023 Q2	–	Hold	0	–	-$1.26K	–	2027
2023 Q1	–	Hold	0	–	–	–	1360
2022 Q4	–	Hold	0	–	–	–	1588
2021 Q4	–	Hold	0	–	-$4K	–	1956
2021 Q3	–	Hold	0	–	–	–	1038
2021 Q2	–	Hold	0	–	–	–	813
2021 Q1	–	Hold	0	–	–	–	1345
2020 Q4	–	Hold	0	–	–	–	1299
2020 Q3	–	Hold	0	–	–	–	1262
2020 Q2	–	Hold	0	–	–	–	1136

Other funds holding WKHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return