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High Net Worth Advisory Group’s Workhorse Group WKHS Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-1
Closed -$8K – 735
2021
Q4 		$8K Buy
+1
New +$18.2K ﹤0.01% 568

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

High Net Worth Advisory Group's WKHS Position: Q1 2022 in Review

High Net Worth Advisory Group sold out of Workhorse Group (WKHS) in Q1 2022, closing a stake of 1 share — an estimated $8K sold.

High Net Worth Advisory Group first reported a position in WKHS in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 154 funds tracked by Wall St. Rank hold WKHS as of Q1 2022.

  • High Net Worth Advisory Group reported no remaining Workhorse Group position as of Q1 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1 Workhorse Group share in Q1 2022, an estimated $8K.
  • High Net Worth Advisory Group first reported a position in Workhorse Group in Q4 2021 and held it in 1 quarter.
  • High Net Worth Advisory Group's Workhorse Group position peaked at $8K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2022.

Based on High Net Worth Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.