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Valeo Financial Advisors’s Workhorse Group WKHS Stock Holding History

Valeo Financial Advisors’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 		– Hold
0
– -$11K – 1834
2021
Q1 		– Hold
0
– – – 1345
2020
Q4 		– Hold
0
– – – 1110
2020
Q3 		– Hold
0
– – – 948
2020
Q2 		– Hold
0
– – – 1121
2020
Q1 		– Hold
0
– – – 1586
2019
Q4 		– Hold
0
– – – 1418
2019
Q3 		– Hold
0
– – – 1275
2019
Q2 		– Sell
-1
Closed -$4.62K – 1355
2019
Q1 		$1K Buy
+1
New +$2.62K ﹤0.01% 1497

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

Valeo Financial Advisors's WKHS Position: Q2 2021 in Review

Valeo Financial Advisors held its Workhorse Group (WKHS) position steady in Q2 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Valeo Financial Advisors first reported a position in WKHS in Q1 2019 and has held it in 1 quarter since. The position peaked at $1K in Q1 2019. 166 funds tracked by Wall St. Rank hold WKHS as of Q2 2021.

  • Valeo Financial Advisors held 0 shares of Workhorse Group worth $0 as of Q2 2021.
  • Valeo Financial Advisors left its Workhorse Group share count unchanged in Q2 2021.
  • Workhorse Group made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2021, its #1834 holding.
  • Valeo Financial Advisors first reported a position in Workhorse Group in Q1 2019 and has held it in 1 quarter since.
  • Valeo Financial Advisors's Workhorse Group position peaked at $1K in Q1 2019.
  • 166 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.