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Vident Investment Advisory’s Workhorse Group WKHS Stock Holding History

Vident Investment Advisory’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
2022
Q3 		– Sell
-18
Closed -$142K – 1348
2022
Q2 		$142K Sell
18
-1
-5% -$9.44K ﹤0.01% 1163
2022
Q1 		$289K Buy
19
+11
+138% +$121K 0.01% 1084
2021
Q4 		$105K Buy
8
+3
+60% +$54.5K ﹤0.01% 1179
2021
Q3 		$125K Buy
+5
New +$151K ﹤0.01% 1119

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vident Investment Advisory's WKHS Position: Q3 2022 in Review

Vident Investment Advisory sold out of Workhorse Group (WKHS) in Q3 2022, closing a stake of 18 shares — an estimated $142K sold.

Vident Investment Advisory first reported a position in WKHS in Q3 2021 and held it in 4 quarters. The position peaked at $289K in Q1 2022. 145 funds tracked by Wall St. Rank hold WKHS as of Q3 2022.

  • Vident Investment Advisory reported no remaining Workhorse Group position as of Q3 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 18 Workhorse Group shares in Q3 2022, an estimated $142K.
  • Vident Investment Advisory first reported a position in Workhorse Group in Q3 2021 and held it in 4 quarters.
  • Vident Investment Advisory's Workhorse Group position peaked at $289K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2022.

Based on Vident Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.