SFS
WKHS icon

Sowell Financial Services’s Workhorse Group WKHS Stock Holding History

Sowell Financial Services’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
-2
Closed -$51K – 2739
2021
Q1 		$51K Buy
+2
New +$144K ﹤0.01% 1657
2020
Q4 		– Hold
0
– – – 1686
2020
Q3 		– Hold
0
– – – 1739
2020
Q2 		– Hold
0
– – – 1448

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

Sowell Financial Services's WKHS Position: Q2 2021 in Review

Sowell Financial Services sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 2 shares — an estimated $51K sold.

Sowell Financial Services first reported a position in WKHS in Q1 2021 and held it in 1 quarter. The position peaked at $51K in Q1 2021. 165 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

  • Sowell Financial Services reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2 Workhorse Group shares in Q2 2021, an estimated $51K.
  • Sowell Financial Services first reported a position in Workhorse Group in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Workhorse Group position peaked at $51K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.