Vontobel Holding
WKHS icon

Vontobel Holding’s Workhorse Group WKHS Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-16
Closed -$17K – 1166
2023
Q4 		$17K Sell
16
-3
-16% -$3.59K ﹤0.01% 1090
2023
Q3 		$23K Sell
19
-1
-5% -$2.57K ﹤0.01% 1057
2023
Q2 		$52K Sell
20
-1
-5% -$2.89K ﹤0.01% 1073
2023
Q1 		$85.3K Sell
21
-2
-9% -$11K ﹤0.01% 1030
2022
Q4 		$104K Sell
23
-1
-4% -$6.89K ﹤0.01% 1031
2022
Q3 		$207K Sell
24
-7
-23% -$68K ﹤0.01% 940
2022
Q2 		$240K Sell
31
-5
-14% -$47.2K ﹤0.01% 899
2022
Q1 		$533K Sell
36
-3
-8% -$33.1K ﹤0.01% 776
2021
Q4 		$510K Sell
39
-1
-3% -$18.2K ﹤0.01% 803
2021
Q3 		$927K Buy
40
+2
+5% +$60.5K 0.01% 642
2021
Q2 		$1.89M Buy
38
+3
+9% +$111K 0.02% 450
2021
Q1 		$1.46M Buy
+35
New +$2.51M 0.01% 460

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return