Oak Thistle LLC’s Workhorse Group WKHS Stock Holding History

Oak Thistle LLC’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 Q2	–	Sell	-11	Closed	-$42K	–	557
2023 Q1	$42K	Buy	+11	New	+$60.7K	0.02%	360

Other funds holding WKHS

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Thistle LLC's WKHS Position: Q2 2023 in Review

Oak Thistle LLC sold out of Workhorse Group (WKHS) in Q2 2023, closing a stake of 11 shares — an estimated $42K sold.

Oak Thistle LLC first reported a position in WKHS in Q1 2023 and held it in 1 quarter. The position peaked at $42K in Q1 2023. 128 funds tracked by Wall St. Rank hold WKHS as of Q2 2023.

Oak Thistle LLC reported no remaining Workhorse Group position as of Q2 2023 after selling out during the quarter.
Oak Thistle LLC sold 11 Workhorse Group shares in Q2 2023, an estimated $42K.
Oak Thistle LLC first reported a position in Workhorse Group in Q1 2023 and held it in 1 quarter.
Oak Thistle LLC's Workhorse Group position peaked at $42K in Q1 2023.
128 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2023.

Based on Oak Thistle LLC's 13F filing for Q2 2023, filed 26 Jul 2023.