J.W. Cole Advisors’s Workhorse Group WKHS Stock Holding History

J.W. Cole 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
2021 Q2	–	Sell	-4	Closed	-$176K	–	765
2021 Q1	$176K	Buy	+4	New	+$287K	0.02%	639

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

J.W. Cole Advisors's WKHS Position: Q2 2021 in Review

J.W. Cole Advisors sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 4 shares — an estimated $176K sold.

J.W. Cole Advisors first reported a position in WKHS in Q1 2021 and held it in 1 quarter. The position peaked at $176K in Q1 2021. 166 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

J.W. Cole Advisors reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
J.W. Cole Advisors sold 4 Workhorse Group shares in Q2 2021, an estimated $176K.
J.W. Cole Advisors first reported a position in Workhorse Group in Q1 2021 and held it in 1 quarter.
J.W. Cole Advisors's Workhorse Group position peaked at $176K in Q1 2021.
166 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on J.W. Cole Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.