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Stratos Wealth Partners’s Workhorse Group WKHS Stock Holding History

Stratos Wealth Partners’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
-4
Closed -$154K – 1228
2021
Q1 		$154K Hold
4
– – ﹤0.01% 1067
2020
Q4 		$239K Buy
4
+1
+33% +$65K 0.01% 936
2020
Q3 		$234K Buy
+3
New +$172K 0.01% 869
2018
Q4 		– Hold
0
– -$1K – 2504
2018
Q3 		– Hold
0
– – – 2897
2018
Q2 		– Hold
0
– -$3K – 2590
2018
Q1 		– Hold
0
– – – 2786

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Stratos Wealth Partners's WKHS Position: Q2 2021 in Review

Stratos Wealth Partners sold out of Workhorse Group (WKHS) in Q2 2021, closing a stake of 4 shares — an estimated $154K sold.

Stratos Wealth Partners first reported a position in WKHS in Q3 2020 and held it in 3 quarters. The position peaked at $239K in Q4 2020. 166 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

  • Stratos Wealth Partners reported no remaining Workhorse Group position as of Q2 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 4 Workhorse Group shares in Q2 2021, an estimated $154K.
  • Stratos Wealth Partners first reported a position in Workhorse Group in Q3 2020 and held it in 3 quarters.
  • Stratos Wealth Partners's Workhorse Group position peaked at $239K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on Stratos Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.