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Independent Wealth Network’s Workhorse Group WKHS Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-5
Closed -$22.8K – 212
2022
Q4 		$22.8K Sell
5
-2
-29% -$13.8K 0.02% 196
2022
Q3 		$57K Buy
+7
New +$68K 0.04% 172

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Wealth Network's WKHS Position: Q1 2023 in Review

Independent Wealth Network sold out of Workhorse Group (WKHS) in Q1 2023, closing a stake of 5 shares — an estimated $22.8K sold.

Independent Wealth Network first reported a position in WKHS in Q3 2022 and held it in 2 quarters. The position peaked at $57K in Q3 2022. 143 funds tracked by Wall St. Rank hold WKHS as of Q1 2023.

  • Independent Wealth Network reported no remaining Workhorse Group position as of Q1 2023 after selling out during the quarter.
  • Independent Wealth Network sold 5 Workhorse Group shares in Q1 2023, an estimated $22.8K.
  • Independent Wealth Network first reported a position in Workhorse Group in Q3 2022 and held it in 2 quarters.
  • Independent Wealth Network's Workhorse Group position peaked at $57K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2023.

Based on Independent Wealth Network's 13F filing for Q1 2023, filed 18 Apr 2023.