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Koss-Olinger Consulting’s Workhorse Group WKHS Stock Holding History

Koss-Olinger Consulting’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
2022
Q4 		– Sell
-18
Closed -$152K – 279
2022
Q3 		$152K Buy
18
+5
+38% +$48.6K 0.03% 210
2022
Q2 		$103K Buy
13
+3
+30% +$28.3K 0.02% 178
2022
Q1 		$152K Buy
10
+7
+233% +$77.2K 0.02% 184
2021
Q4 		$44K Buy
+3
New +$54.5K 0.01% 213

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koss-Olinger Consulting's WKHS Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of Workhorse Group (WKHS) in Q4 2022, closing a stake of 18 shares — an estimated $152K sold.

Koss-Olinger Consulting first reported a position in WKHS in Q4 2021 and held it in 4 quarters. The position peaked at $152K in Q3 2022. 145 funds tracked by Wall St. Rank hold WKHS as of Q4 2022.

  • Koss-Olinger Consulting reported no remaining Workhorse Group position as of Q4 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 18 Workhorse Group shares in Q4 2022, an estimated $152K.
  • Koss-Olinger Consulting first reported a position in Workhorse Group in Q4 2021 and held it in 4 quarters.
  • Koss-Olinger Consulting's Workhorse Group position peaked at $152K in Q3 2022.
  • 145 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.