IAG
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Investment Advisory Group’s Workhorse Group WKHS Stock Holding History

Investment 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
2024
Q2 		– Sell
-3
Closed -$2.38K – 168
2024
Q1 		$2.38K Hold
3
– – ﹤0.01% 158
2023
Q4 		$3.65K Hold
3
– – ﹤0.01% 147
2023
Q3 		$4.21K Hold
3
– – ﹤0.01% 144
2023
Q2 		$8.85K Hold
3
– – ﹤0.01% 147
2023
Q1 		$13.5K Hold
3
– – 0.01% 135
2022
Q4 		$15.7K Hold
3
– – 0.01% 134
2022
Q3 		$30K Hold
3
– – 0.02% 124
2022
Q2 		$27K Hold
3
– – 0.02% 123
2022
Q1 		$53K Hold
3
– – 0.03% 128
2021
Q4 		$35K Buy
+3
New +$54.5K 0.02% 120

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