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Tyler-Stone Wealth Management’s Workhorse Group WKHS Stock Holding History

Tyler-Stone 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
2024
Q3 		– Hold
0
– -$79 – 949
2024
Q2 		– Hold
0
– – – 963
2024
Q1 		– Hold
0
– – – 934
2023
Q4 		– Hold
0
– – – 904
2023
Q3 		– Hold
0
– – – 961
2023
Q2 		– Hold
0
– – – 879
2022
Q4 		– Hold
0
– – – 773
2022
Q3 		– Sell
-1
Closed -$9.72K – 690
2022
Q2 		$4K Buy
+1
New +$9.44K ﹤0.01% 709
2022
Q1 		– Hold
0
– – – 632
2021
Q4 		– Hold
0
– – – 687

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tyler-Stone Wealth Management's WKHS Position: Q3 2024 in Review

Tyler-Stone Wealth Management held its Workhorse Group (WKHS) position steady in Q3 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Tyler-Stone Wealth Management first reported a position in WKHS in Q2 2022 and has held it in 1 quarter since. The position peaked at $4K in Q2 2022. 47 funds tracked by Wall St. Rank hold WKHS as of Q3 2024.

  • Tyler-Stone Wealth Management held 0 shares of Workhorse Group worth $0 as of Q3 2024.
  • Tyler-Stone Wealth Management left its Workhorse Group share count unchanged in Q3 2024.
  • Workhorse Group made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q3 2024, its #949 holding.
  • Tyler-Stone Wealth Management first reported a position in Workhorse Group in Q2 2022 and has held it in 1 quarter since.
  • Tyler-Stone Wealth Management's Workhorse Group position peaked at $4K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.