MFA Wealth Advisors’s Workhorse Group WKHS Stock Holding History

MFA Wealth 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
2020 Q3	–	Sell	-1	Closed	-$30K	–	233
2020 Q2	$30K	Buy	+1	New	+$10.8K	0.02%	93

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MFA Wealth Advisors's WKHS Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Workhorse Group (WKHS) in Q3 2020, closing a stake of 1 share — an estimated $30K sold.

MFA Wealth Advisors first reported a position in WKHS in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 145 funds tracked by Wall St. Rank hold WKHS as of Q3 2020.

MFA Wealth Advisors reported no remaining Workhorse Group position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 1 Workhorse Group share in Q3 2020, an estimated $30K.
MFA Wealth Advisors first reported a position in Workhorse Group in Q2 2020 and held it in 1 quarter.
MFA Wealth Advisors's Workhorse Group position peaked at $30K in Q2 2020.
145 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.