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Money Concepts Capital’s Workhorse Group WKHS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1
Closed -$5.44K – 2907
2022
Q4 		$5.44K Buy
+1
New +$6.89K ﹤0.01% 2307
2022
Q2 		– Sell
-1
Closed -$18K – 2625
2022
Q1 		$18K Buy
+1
New +$11K ﹤0.01% 1672

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Money Concepts Capital's WKHS Position: Q1 2023 in Review

Money Concepts Capital sold out of Workhorse Group (WKHS) in Q1 2023, closing a stake of 1 share — an estimated $5.44K sold.

Money Concepts Capital first reported a position in WKHS in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 143 funds tracked by Wall St. Rank hold WKHS as of Q1 2023.

  • Money Concepts Capital reported no remaining Workhorse Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1 Workhorse Group share in Q1 2023, an estimated $5.44K.
  • Money Concepts Capital first reported a position in Workhorse Group in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Workhorse Group position peaked at $18K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.