Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Workhorse Group WKHS Stock Holding History

Cambridge Investment Research 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
-12
Closed -$9K – 3441
2024
Q1 		$9K Sell
12
-1
-8% -$862 ﹤0.01% 3290
2023
Q4 		$14K Sell
13
-2
-13% -$2.39K ﹤0.01% 3157
2023
Q3 		$18K Buy
15
+3
+25% +$7.71K ﹤0.01% 3088
2023
Q2 		$31K Sell
12
-2
-14% -$5.77K ﹤0.01% 3108
2023
Q1 		$56K Sell
14
-1
-7% -$5.52K ﹤0.01% 3025
2022
Q4 		$68K Buy
15
+4
+36% +$27.6K ﹤0.01% 2953
2022
Q3 		$93K Hold
11
– – ﹤0.01% 2872
2022
Q2 		$85K Sell
11
-2
-15% -$18.9K ﹤0.01% 2889
2022
Q1 		$192K Buy
13
+1
+8% +$11K ﹤0.01% 2893
2021
Q4 		$159K Sell
12
-8
-40% -$145K ﹤0.01% 2953
2021
Q3 		$448K Sell
20
-11
-35% -$333K ﹤0.01% 2126
2021
Q2 		$1.54M Buy
31
+6
+24% +$222K 0.01% 1257
2021
Q1 		$1.04M Buy
25
+14
+127% +$1.01M 0.01% 1409
2020
Q4 		$678K Buy
11
+2
+22% +$130K ﹤0.01% 1566
2020
Q3 		$656K Buy
9
+3
+50% +$172K ﹤0.01% 1431
2020
Q2 		$325K Sell
6
-2
-25% -$21.7K ﹤0.01% 1831
2020
Q1 		$42K Buy
8
+4
+100% +$34.4K ﹤0.01% 2194
2019
Q4 		$40K Buy
+4
New +$36.8K ﹤0.01% 2364

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

Cambridge Investment Research Advisors's WKHS Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 12 shares — an estimated $9K sold.

Cambridge Investment Research Advisors first reported a position in WKHS in Q4 2019 and held it in 18 quarters. The position peaked at $1.54M in Q2 2021. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12 Workhorse Group shares in Q2 2024, an estimated $9K.
  • Cambridge Investment Research Advisors first reported a position in Workhorse Group in Q4 2019 and held it in 18 quarters.
  • Cambridge Investment Research Advisors's Workhorse Group position peaked at $1.54M in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.