Green Alpha Advisors’s Workhorse Group WKHS Stock Holding History

Green Alpha Advisors’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 Q2	–	Sell	-8	Closed	-$121K	–	156
2022 Q1	$121K	Sell	8 -1	-11%	-$11K	0.08%	135
2021 Q4	$119K	Sell	9 -16	-64%	-$291K	0.08%	123
2021 Q3	$572K	Buy	25 +2	+9%	+$60.5K	0.4%	112
2021 Q2	$1.17M	Buy	+23	New	+$852K	0.8%	55

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Green Alpha Advisors's WKHS Position: Q2 2022 in Review

Green Alpha Advisors sold out of Workhorse Group (WKHS) in Q2 2022, closing a stake of 8 shares — an estimated $121K sold.

Green Alpha Advisors first reported a position in WKHS in Q2 2021 and held it in 4 quarters. The position peaked at $1.17M in Q2 2021. 144 funds tracked by Wall St. Rank hold WKHS as of Q2 2022.

Green Alpha Advisors reported no remaining Workhorse Group position as of Q2 2022 after selling out during the quarter.
Green Alpha Advisors sold 8 Workhorse Group shares in Q2 2022, an estimated $121K.
Green Alpha Advisors first reported a position in Workhorse Group in Q2 2021 and held it in 4 quarters.
Green Alpha Advisors's Workhorse Group position peaked at $1.17M in Q2 2021.
144 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2022.

Based on Green Alpha Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.