RMR Wealth Builders’s Workhorse Group WKHS Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-1	Closed	-$39K	–	711
2021 Q1	$39K	Buy	+1	New	+$71.8K	0.01%	406

Other funds holding WKHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

RMR Wealth Builders's WKHS Position: Q2 2021 in Review

RMR Wealth Builders sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 1 share — an estimated $39K sold.

RMR Wealth Builders first reported a position in WKHS in Q1 2021 and held it in 1 quarter. The position peaked at $39K in Q1 2021. 165 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

RMR Wealth Builders reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1 Workhorse Group share in Q2 2021, an estimated $39K.
RMR Wealth Builders first reported a position in Workhorse Group in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Workhorse Group position peaked at $39K in Q1 2021.
165 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.