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MeadowBrook Investment Advisors’s Workhorse Group WKHS Stock Holding History

MeadowBrook Investment 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
2024
Q3 		– Sell
-4
Closed -$989 – 348
2024
Q2 		$989 Hold
4
– – ﹤0.01% 316
2024
Q1 		$2.96K Hold
4
– – ﹤0.01% 294
2023
Q4 		$4.54K Buy
+4
New +$4.78K ﹤0.01% 284

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MeadowBrook Investment Advisors's WKHS Position: Q3 2024 in Review

MeadowBrook Investment Advisors sold out of Workhorse Group (WKHS) in Q3 2024, closing a stake of 4 shares — an estimated $989 sold.

MeadowBrook Investment Advisors first reported a position in WKHS in Q4 2023 and held it in 3 quarters. The position peaked at $4.54K in Q4 2023. 47 funds tracked by Wall St. Rank hold WKHS as of Q3 2024.

  • MeadowBrook Investment Advisors reported no remaining Workhorse Group position as of Q3 2024 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 4 Workhorse Group shares in Q3 2024, an estimated $989.
  • MeadowBrook Investment Advisors first reported a position in Workhorse Group in Q4 2023 and held it in 3 quarters.
  • MeadowBrook Investment Advisors's Workhorse Group position peaked at $4.54K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2024.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.