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Atria Wealth Solutions’s Workhorse Group WKHS Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-5
Closed -$3.37K – 2076
2024
Q1 		$3.37K Hold
5
– – ﹤0.01% 1954
2023
Q4 		$5.25K Sell
5
-2
-29% -$2.39K ﹤0.01% 1923
2023
Q3 		$8.88K Hold
7
– – ﹤0.01% 1850
2023
Q2 		$18.7K Hold
7
– – ﹤0.01% 1846
2023
Q1 		$28.9K Hold
7
– – ﹤0.01% 1829
2022
Q4 		$33K Hold
7
– – ﹤0.01% 1767
2022
Q3 		$61.9K Sell
7
-1
-13% -$9.72K ﹤0.01% 1682
2022
Q2 		$60K Buy
+8
New +$75.5K ﹤0.01% 1572

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Atria Wealth Solutions's WKHS Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 5 shares — an estimated $3.37K sold.

Atria Wealth Solutions first reported a position in WKHS in Q2 2022 and held it in 8 quarters. The position peaked at $61.9K in Q3 2022. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5 Workhorse Group shares in Q2 2024, an estimated $3.37K.
  • Atria Wealth Solutions first reported a position in Workhorse Group in Q2 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Workhorse Group position peaked at $61.9K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.