SIAP
WKHS icon

Sterling Investment Advisors (Pennsylvania)’s Workhorse Group WKHS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-3
Closed -$3.6K – 146
2023
Q4 		$3.6K Buy
+3
New +$3.59K ﹤0.01% 134
2022
Q3 		– Sell
-1
Closed -$7K – 527
2022
Q2 		$7K Hold
1
– – ﹤0.01% 437
2022
Q1 		$16K Hold
1
– – ﹤0.01% 388
2021
Q4 		$14K Hold
1
– – ﹤0.01% 410
2021
Q3 		$24K Hold
1
– – 0.01% 342
2021
Q2 		$38K Buy
+1
New +$37K 0.01% 287
2021
Q1 		– Hold
0
– – – 357
2020
Q4 		– Hold
0
– – – 288
2020
Q3 		– Hold
0
– – – 356

Other funds holding WKHS

BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WKHS Position: Q1 2024 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Workhorse Group (WKHS) in Q1 2024, closing a stake of 3 shares — an estimated $3.6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WKHS in Q2 2021 and held it in 6 quarters. The position peaked at $38K in Q2 2021. 117 funds tracked by Wall St. Rank hold WKHS as of Q1 2024.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Workhorse Group position as of Q1 2024 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3 Workhorse Group shares in Q1 2024, an estimated $3.6K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Workhorse Group in Q2 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Workhorse Group position peaked at $38K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2024.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2024, filed 1 May 2024.