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Legacy Financial Advisors’s Workhorse Group WKHS Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-1
Closed -$1K – 905
2019
Q1 		$1K Hold
1
– – ﹤0.01% 1027
2018
Q4 		$2K Buy
+1
New +$2.36K ﹤0.01% 859

Other funds holding WKHS

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's WKHS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Workhorse Group (WKHS) in Q2 2019, closing a stake of 1 share — an estimated $1K sold.

Legacy Financial Advisors first reported a position in WKHS in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 36 funds tracked by Wall St. Rank hold WKHS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Workhorse Group position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1 Workhorse Group share in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Workhorse Group in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Workhorse Group position peaked at $2K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.