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Silicon Hills Wealth Management’s Workhorse Group WKHS Stock Holding History

Silicon Hills Wealth Management’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
Q4 		– Sell
-4
Closed -$98K – 124
2021
Q3 		$98K Hold
4
– – 0.07% 112
2021
Q2 		$212K Hold
4
– – 0.16% 87
2021
Q1 		$176K Hold
4
– – 0.16% 84
2020
Q4 		$253K Buy
+4
New +$260K 0.23% 74

Other funds holding WKHS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Silicon Hills Wealth Management's WKHS Position: Q4 2021 in Review

Silicon Hills Wealth Management sold out of Workhorse Group (WKHS) in Q4 2021, closing a stake of 4 shares — an estimated $98K sold.

Silicon Hills Wealth Management first reported a position in WKHS in Q4 2020 and held it in 4 quarters. The position peaked at $253K in Q4 2020. 152 funds tracked by Wall St. Rank hold WKHS as of Q4 2021.

  • Silicon Hills Wealth Management reported no remaining Workhorse Group position as of Q4 2021 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 4 Workhorse Group shares in Q4 2021, an estimated $98K.
  • Silicon Hills Wealth Management first reported a position in Workhorse Group in Q4 2020 and held it in 4 quarters.
  • Silicon Hills Wealth Management's Workhorse Group position peaked at $253K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.