Xcel Wealth Management’s Workhorse Group WKHS Stock Holding History

Xcel 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
2023 Q3	–	Sell	-4	Closed	-$10K	–	135
2023 Q2	$10K	Buy	+4	New	+$11.5K	﹤0.01%	136

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Xcel Wealth Management's WKHS Position: Q3 2023 in Review

Xcel Wealth Management sold out of Workhorse Group (WKHS) in Q3 2023, closing a stake of 4 shares — an estimated $10K sold.

Xcel Wealth Management first reported a position in WKHS in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 122 funds tracked by Wall St. Rank hold WKHS as of Q3 2023.

Xcel Wealth Management reported no remaining Workhorse Group position as of Q3 2023 after selling out during the quarter.
Xcel Wealth Management sold 4 Workhorse Group shares in Q3 2023, an estimated $10K.
Xcel Wealth Management first reported a position in Workhorse Group in Q2 2023 and held it in 1 quarter.
Xcel Wealth Management's Workhorse Group position peaked at $10K in Q2 2023.
122 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.