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Greenwich Wealth Management’s Workhorse Group WKHS Stock Holding History

Greenwich Wealth 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
-9
Closed -$6K – 252
2024
Q1 		$6K Sell
9
-1
-10% -$862 ﹤0.01% 242
2023
Q4 		$11K Hold
10
– – ﹤0.01% 233
2023
Q3 		$13K Hold
10
– – ﹤0.01% 227
2023
Q2 		$27K Hold
10
– – ﹤0.01% 233
2023
Q1 		$42K Hold
10
– – ﹤0.01% 231
2022
Q4 		$48K Buy
10
+1
+11% +$6.89K 0.01% 231
2022
Q3 		$73K Buy
+9
New +$87.5K 0.01% 224

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

Greenwich Wealth Management's WKHS Position: Q2 2024 in Review

Greenwich Wealth Management sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 9 shares — an estimated $6K sold.

Greenwich Wealth Management first reported a position in WKHS in Q3 2022 and held it in 7 quarters. The position peaked at $73K in Q3 2022. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Greenwich Wealth Management reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Greenwich Wealth Management sold 9 Workhorse Group shares in Q2 2024, an estimated $6K.
  • Greenwich Wealth Management first reported a position in Workhorse Group in Q3 2022 and held it in 7 quarters.
  • Greenwich Wealth Management's Workhorse Group position peaked at $73K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Greenwich Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.