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WMS Partners’s Workhorse Group WKHS Stock Holding History

WMS Partners’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
2020
Q4 		– Sell
-3
Closed -$221K – 253
2020
Q3 		$221K Sell
3
-9
-75% -$515K 0.04% 206
2020
Q2 		$609K Hold
12
– – 0.13% 98
2020
Q1 		$63K Hold
12
– – 0.02% 181
2019
Q4 		$106K Hold
12
– – 0.02% 215
2019
Q3 		$123K Hold
12
– – 0.03% 219
2019
Q2 		$103K Hold
12
– – 0.03% 211
2019
Q1 		$22K Hold
12
– – 0.01% 200
2018
Q4 		$18K Hold
12
– – 0.01% 182
2018
Q3 		$37K Buy
+12
New +$46.1K ﹤0.01% 218

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
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

WMS Partners's WKHS Position: Q4 2020 in Review

WMS Partners sold out of Workhorse Group (WKHS) in Q4 2020, closing a stake of 3 shares — an estimated $221K sold.

WMS Partners first reported a position in WKHS in Q3 2018 and held it in 9 quarters. The position peaked at $609K in Q2 2020. 172 funds tracked by Wall St. Rank hold WKHS as of Q4 2020.

  • WMS Partners reported no remaining Workhorse Group position as of Q4 2020 after selling out during the quarter.
  • WMS Partners sold 3 Workhorse Group shares in Q4 2020, an estimated $221K.
  • WMS Partners first reported a position in Workhorse Group in Q3 2018 and held it in 9 quarters.
  • WMS Partners's Workhorse Group position peaked at $609K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2020.

Based on WMS Partners's 13F filing for Q4 2020, filed 12 Feb 2021.