PFGIA
WKHS icon

Patriot Financial Group Insurance Agency’s Workhorse Group WKHS Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q3 		– Sell
-2
Closed -$91K – 2254
2021
Q2 		$91K Sell
2
-2
-50% -$74.1K 0.02% 663
2021
Q1 		$145K Buy
4
+1
+33% +$71.8K 0.03% 468
2020
Q4 		$188K Buy
+3
New +$195K 0.05% 361
2020
Q3 		– Hold
0
– – – 1113

Other funds holding WKHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WKHS Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Workhorse Group (WKHS) in Q3 2021, closing a stake of 2 shares — an estimated $91K sold.

Patriot Financial Group Insurance Agency first reported a position in WKHS in Q4 2020 and held it in 3 quarters. The position peaked at $188K in Q4 2020. 154 funds tracked by Wall St. Rank hold WKHS as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Workhorse Group position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Workhorse Group shares in Q3 2021, an estimated $91K.
  • Patriot Financial Group Insurance Agency first reported a position in Workhorse Group in Q4 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Workhorse Group position peaked at $188K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.