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Jaffetilchin Investment Partners’s Workhorse Group WKHS Stock Holding History

Jaffetilchin Investment Partners’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
Q3 		– Sell
-11
Closed -$663K – 409
2021
Q2 		$663K Buy
+11
New +$407K 0.05% 223
2021
Q1 		– Sell
-11
Closed -$663K – 381
2020
Q4 		$663K Hold
11
– – 0.09% 138
2020
Q3 		$843K Sell
11
-1
-8% -$57.2K 0.16% 86
2020
Q2 		$634K Buy
+12
New +$130K 0.14% 92

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Jaffetilchin Investment Partners's WKHS Position: Q3 2021 in Review

Jaffetilchin Investment Partners sold out of Workhorse Group (WKHS) in Q3 2021, closing a stake of 11 shares — an estimated $663K sold.

Jaffetilchin Investment Partners first reported a position in WKHS in Q2 2020 and held it in 4 quarters. The position peaked at $843K in Q3 2020. 154 funds tracked by Wall St. Rank hold WKHS as of Q3 2021.

  • Jaffetilchin Investment Partners reported no remaining Workhorse Group position as of Q3 2021 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 11 Workhorse Group shares in Q3 2021, an estimated $663K.
  • Jaffetilchin Investment Partners first reported a position in Workhorse Group in Q2 2020 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Workhorse Group position peaked at $843K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2021.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2021, filed 25 Oct 2021.