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Beacon Pointe Advisors’s Workhorse Group WKHS Stock Holding History

Beacon Pointe Advisors’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
-8
Closed -$5.29K – 1394
2024
Q1 		$5.29K Hold
8
– – ﹤0.01% 1353
2023
Q4 		$8.24K Buy
8
+3
+60% +$3.59K ﹤0.01% 1313
2023
Q3 		$5.94K Buy
+5
New +$12.9K ﹤0.01% 1329

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

Beacon Pointe Advisors's WKHS Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 8 shares — an estimated $5.29K sold.

Beacon Pointe Advisors first reported a position in WKHS in Q3 2023 and held it in 3 quarters. The position peaked at $8.24K in Q4 2023. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8 Workhorse Group shares in Q2 2024, an estimated $5.29K.
  • Beacon Pointe Advisors first reported a position in Workhorse Group in Q3 2023 and held it in 3 quarters.
  • Beacon Pointe Advisors's Workhorse Group position peaked at $8.24K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.