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Benjamin F. Edwards & Company’s Workhorse Group WKHS Stock Holding History

Benjamin F. Edwards & Company’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 		– Hold
0
– – – 2253
2024
Q1 		– Hold
0
– – – 2268
2023
Q4 		– Hold
0
– – – 2185
2023
Q3 		– Hold
0
– – – 1841
2023
Q2 		– Hold
0
– – – 1851
2023
Q1 		– Hold
0
– – – 1759
2022
Q4 		– Hold
0
– – – 1818
2022
Q3 		– Hold
0
– – – 1793
2022
Q2 		– Hold
0
– – – 1783
2022
Q1 		– Hold
0
– – – 1629
2021
Q4 		– Hold
0
– – – 1650
2021
Q3 		– Hold
0
– – – 1577
2021
Q2 		– Sell
-1
Closed -$28K – 1787
2021
Q1 		$28K Buy
+1
New +$71.8K ﹤0.01% 1138
2020
Q2 		– Hold
0
– -$1K – 1808
2020
Q1 		– Hold
0
– – – 1676
2019
Q4 		– Hold
0
– – – 1835
2019
Q3 		– Hold
0
– – – 1807
2019
Q2 		– Hold
0
– – – 1870
2019
Q1 		– Hold
0
– – – 1786
2018
Q4 		– Hold
0
– – – 1775
2018
Q3 		– Hold
0
– – – 1667
2018
Q2 		– Hold
0
– – – 1564
2018
Q1 		– Hold
0
– – – 1576
2017
Q4 		– Hold
0
– – – 1551
2017
Q3 		– Hold
0
– – – 1509
2017
Q2 		– Hold
0
– – – 1430

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Benjamin F. Edwards & Company's WKHS Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Workhorse Group (WKHS) position steady in Q2 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Benjamin F. Edwards & Company first reported a position in WKHS in Q1 2021 and has held it in 1 quarter since. The position peaked at $28K in Q1 2021. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Benjamin F. Edwards & Company held 0 shares of Workhorse Group worth $0 as of Q2 2024.
  • Benjamin F. Edwards & Company left its Workhorse Group share count unchanged in Q2 2024.
  • Workhorse Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2253 holding.
  • Benjamin F. Edwards & Company first reported a position in Workhorse Group in Q1 2021 and has held it in 1 quarter since.
  • Benjamin F. Edwards & Company's Workhorse Group position peaked at $28K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.