Nisa Investment Advisors
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Nisa Investment Advisors’s Workhorse Group WKHS Stock Holding History

Nisa 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
2023
Q3 		– Hold
0
– -$87 – 2843
2023
Q2 		– Sell
-48
Closed -$139K – 2774
2023
Q1 		$191K Hold
48
– – ﹤0.01% 1316
2022
Q4 		$218K Buy
48
+47
+4,700% +$324K ﹤0.01% 1346
2022
Q3 		$11K Hold
1
– – ﹤0.01% 2175
2022
Q2 		$4K Sell
1
-21
-95% -$198K ﹤0.01% 2304
2022
Q1 		$332K Buy
22
+20
+1,000% +$220K ﹤0.01% 1200
2021
Q4 		$16K Buy
+2
New +$36.4K ﹤0.01% 1963
2021
Q3 		– Sell
-1
Closed -$30.3K – 2261
2021
Q2 		$73 Sell
1
-13
-93% -$481K ﹤0.01% 1831
2021
Q1 		$598 Sell
14
-8
-36% -$575K ﹤0.01% 1119
2020
Q4 		$1.32M Buy
22
+21
+2,100% +$1.37M 0.01% 816
2020
Q3 		$56K Buy
+1
New +$57.2K ﹤0.01% 1759

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Nisa Investment Advisors's WKHS Position: Q3 2023 in Review

Nisa Investment Advisors held its Workhorse Group (WKHS) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Nisa Investment Advisors first reported a position in WKHS in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2020. 122 funds tracked by Wall St. Rank hold WKHS as of Q3 2023.

  • Nisa Investment Advisors held 0 shares of Workhorse Group worth $0 as of Q3 2023.
  • Nisa Investment Advisors left its Workhorse Group share count unchanged in Q3 2023.
  • Workhorse Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q3 2023, its #2843 holding.
  • Nisa Investment Advisors first reported a position in Workhorse Group in Q3 2020 and has held it in 10 quarters since.
  • Nisa Investment Advisors's Workhorse Group position peaked at $1.32M in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2023.

Based on Nisa Investment Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.