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Joseph P. Lucia & Associates’s Workhorse Group WKHS Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		– Hold
0
– -$4K – 621
2020
Q4 		– Hold
0
– – – 412
2020
Q3 		– Sell
-1
Closed -$47K – 452
2020
Q2 		$47K Buy
+1
New +$10.8K 0.04% 176
2020
Q1 		– Hold
0
– – – 432
2019
Q4 		– Hold
0
– – – 416
2019
Q3 		– Hold
0
– – – 419
2019
Q2 		– Hold
0
– – – 433

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Joseph P. Lucia & Associates's WKHS Position: Q1 2021 in Review

Joseph P. Lucia & Associates held its Workhorse Group (WKHS) position steady in Q1 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Joseph P. Lucia & Associates first reported a position in WKHS in Q2 2020 and has held it in 1 quarter since. The position peaked at $47K in Q2 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

  • Joseph P. Lucia & Associates held 0 shares of Workhorse Group worth $0 as of Q1 2021.
  • Joseph P. Lucia & Associates left its Workhorse Group share count unchanged in Q1 2021.
  • Workhorse Group made up ﹤0.01% of Joseph P. Lucia & Associates's portfolio in Q1 2021, its #621 holding.
  • Joseph P. Lucia & Associates first reported a position in Workhorse Group in Q2 2020 and has held it in 1 quarter since.
  • Joseph P. Lucia & Associates's Workhorse Group position peaked at $47K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.