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Kestra Private Wealth Services’s Workhorse Group WKHS Stock Holding History

Kestra Private Wealth Services’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
2020
Q4 		– Sell
-4
Closed -$286K – 784
2020
Q3 		$286K Buy
+4
New +$229K 0.02% 498

Other funds holding WKHS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Private Wealth Services's WKHS Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of Workhorse Group (WKHS) in Q4 2020, closing a stake of 4 shares — an estimated $286K sold.

Kestra Private Wealth Services first reported a position in WKHS in Q3 2020 and held it in 1 quarter. The position peaked at $286K in Q3 2020. 172 funds tracked by Wall St. Rank hold WKHS as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining Workhorse Group position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4 Workhorse Group shares in Q4 2020, an estimated $286K.
  • Kestra Private Wealth Services first reported a position in Workhorse Group in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's Workhorse Group position peaked at $286K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.