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NorthRock Partners’s Workhorse Group WKHS Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-8
Closed -$9.39K – 758
2023
Q3 		$9.39K Sell
8
-6
-43% -$15.4K ﹤0.01% 350
2023
Q2 		$37.2K Hold
14
– – ﹤0.01% 310
2023
Q1 		$55.3K Buy
14
+5
+56% +$27.6K 0.01% 318
2022
Q4 		$41.9K Hold
9
– – ﹤0.01% 339
2022
Q3 		$79K Hold
9
– – 0.01% 294
2022
Q2 		$68K Buy
9
+4
+80% +$37.7K 0.01% 297
2022
Q1 		$76K Hold
5
– – 0.01% 331
2021
Q4 		$65K Buy
+5
New +$90.9K ﹤0.01% 327

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NorthRock Partners's WKHS Position: Q4 2023 in Review

NorthRock Partners sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 8 shares — an estimated $9.39K sold.

NorthRock Partners first reported a position in WKHS in Q4 2021 and held it in 8 quarters. The position peaked at $79K in Q3 2022. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • NorthRock Partners reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • NorthRock Partners sold 8 Workhorse Group shares in Q4 2023, an estimated $9.39K.
  • NorthRock Partners first reported a position in Workhorse Group in Q4 2021 and held it in 8 quarters.
  • NorthRock Partners's Workhorse Group position peaked at $79K in Q3 2022.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on NorthRock Partners's 13F filing for Q4 2023, filed 8 Feb 2024.