SF
WKHS icon

SBK Financial’s Workhorse Group WKHS Stock Holding History

SBK Financial’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
2022
Q4 		$41.2K Hold
9
– – 0.07% 61
2022
Q3 		$78K Hold
9
– – 0.12% 63
2022
Q2 		$70K Hold
9
– – 0.09% 68
2022
Q1 		$136K Hold
9
– – 0.14% 71
2021
Q4 		$118K Buy
+9
New +$164K 0.09% 86

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SBK Financial's WKHS Position: Q4 2022 in Review

SBK Financial held its Workhorse Group (WKHS) position steady in Q4 2022 at 9 shares worth $41.2K. The position accounts for 0.07% of the portfolio, ranked #61.

SBK Financial first reported a position in WKHS in Q4 2021 and has held it in 5 quarters since. The position peaked at $136K in Q1 2022. 144 funds tracked by Wall St. Rank hold WKHS as of Q4 2022.

  • SBK Financial held 9 shares of Workhorse Group worth $41.2K as of Q4 2022.
  • SBK Financial left its Workhorse Group share count unchanged in Q4 2022.
  • Workhorse Group made up 0.07% of SBK Financial's portfolio in Q4 2022, its #61 holding.
  • SBK Financial first reported a position in Workhorse Group in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's Workhorse Group position peaked at $136K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.