Truist Financial’s Workhorse Group WKHS Stock Holding History

Truist 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
2021 Q1	–	Sell	-8	Closed	-$496K	–	2739
2020 Q4	$496K	Buy	+8	New	+$520K	﹤0.01%	1849

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGAM

Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Truist Financial's WKHS Position: Q1 2021 in Review

Truist Financial sold out of Workhorse Group (WKHS) in Q1 2021, closing a stake of 8 shares — an estimated $496K sold.

Truist Financial first reported a position in WKHS in Q4 2020 and held it in 1 quarter. The position peaked at $496K in Q4 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

Truist Financial reported no remaining Workhorse Group position as of Q1 2021 after selling out during the quarter.
Truist Financial sold 8 Workhorse Group shares in Q1 2021, an estimated $496K.
Truist Financial first reported a position in Workhorse Group in Q4 2020 and held it in 1 quarter.
Truist Financial's Workhorse Group position peaked at $496K in Q4 2020.
170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.