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KAS
Kestra Advisory Services’s
Workhorse Group
WKHS
Stock Holding History
Kestra Advisory Services’s Portfolio
WKHS Stock Details
WKHS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-10
Closed
-$6.95K
–
2691
2024
Q1
$6.95K
Buy
10
+1
+11%
+$862
﹤0.01%
2443
2023
Q4
$9.83K
Sell
9
-6
-40%
-$7.17K
﹤0.01%
2258
2023
Q3
$18.9K
Buy
15
+2
+15%
+$5.14K
﹤0.01%
2085
2023
Q2
$33.9K
Buy
13
+1
+8%
+$2.89K
﹤0.01%
2061
2023
Q1
$49.8K
Sell
12
-1
-8%
-$5.52K
﹤0.01%
1994
2022
Q4
$59.9K
Sell
13
-1
-7%
-$6.89K
﹤0.01%
2171
2022
Q3
$121K
Buy
14
+1
+8%
+$9.72K
﹤0.01%
1960
2022
Q2
$102K
Hold
13
–
–
﹤0.01%
1990
2022
Q1
$190K
Buy
13
+1
+8%
+$11K
﹤0.01%
1863
2021
Q4
$156K
Hold
12
–
–
﹤0.01%
1907
2021
Q3
$277K
Buy
12
+3
+33%
+$90.8K
﹤0.01%
1738
2021
Q2
$471K
Sell
9
-4
-31%
-$148K
0.01%
1310
2021
Q1
$537K
Sell
13
-3
-19%
-$215K
0.01%
1159
2020
Q4
$1.02M
Buy
16
+7
+78%
+$455K
0.01%
864
2020
Q3
$720K
Buy
+9
New
+$515K
0.01%
728
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$55.1B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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