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Global Wealth Management Investment Advisory’s Workhorse Group WKHS Stock Holding History

Global Wealth Management Investment 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
2022
Q3 		– Hold
0
– – – 480
2022
Q2 		– Hold
0
– – – 541
2022
Q1 		– Hold
0
– – – 533
2021
Q4 		– Hold
0
– – – 506
2021
Q3 		– Hold
0
– – – 493
2021
Q2 		– Hold
0
– – – 500
2021
Q1 		– Sell
-1
Closed -$71.8K – 528
2020
Q4 		$56K Hold
1
– – 0.02% 181
2020
Q3 		$53K Buy
+1
New +$57.2K 0.02% 174
2020
Q2 		– Hold
0
– – – 587

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Wealth Management Investment Advisory's WKHS Position: Q3 2022 in Review

Global Wealth Management Investment Advisory held its Workhorse Group (WKHS) position steady in Q3 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Global Wealth Management Investment Advisory first reported a position in WKHS in Q3 2020 and has held it in 2 quarters since. The position peaked at $56K in Q4 2020. 145 funds tracked by Wall St. Rank hold WKHS as of Q3 2022.

  • Global Wealth Management Investment Advisory held 0 shares of Workhorse Group worth $0 as of Q3 2022.
  • Global Wealth Management Investment Advisory left its Workhorse Group share count unchanged in Q3 2022.
  • Workhorse Group made up ﹤0.01% of Global Wealth Management Investment Advisory's portfolio in Q3 2022, its #480 holding.
  • Global Wealth Management Investment Advisory first reported a position in Workhorse Group in Q3 2020 and has held it in 2 quarters since.
  • Global Wealth Management Investment Advisory's Workhorse Group position peaked at $56K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.