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Redwood Wealth Management Group’s Workhorse Group WKHS Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-1
Closed -$126 – 1096
2024
Q2 		$126 Buy
+1
New +$524 ﹤0.01% 1167

Other funds holding WKHS

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Redwood Wealth Management Group's WKHS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Workhorse Group (WKHS) in Q3 2024, closing a stake of 1 share — an estimated $126 sold.

Redwood Wealth Management Group first reported a position in WKHS in Q2 2024 and held it in 1 quarter. The position peaked at $126 in Q2 2024. 47 funds tracked by Wall St. Rank hold WKHS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Workhorse Group position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 Workhorse Group share in Q3 2024, an estimated $126.
  • Redwood Wealth Management Group first reported a position in Workhorse Group in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Workhorse Group position peaked at $126 in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.