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Dynamic Advisor Solutions’s Workhorse Group WKHS Stock Holding History

Dynamic Advisor 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
-9
Closed -$6.59K – 1004
2024
Q1 		$6.59K Buy
9
+3
+50% +$2.59K ﹤0.01% 934
2023
Q4 		$6.36K Hold
6
– – ﹤0.01% 898
2023
Q3 		$7.5K Buy
+6
New +$15.4K ﹤0.01% 843

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

Dynamic Advisor Solutions's WKHS Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 9 shares — an estimated $6.59K sold.

Dynamic Advisor Solutions first reported a position in WKHS in Q3 2023 and held it in 3 quarters. The position peaked at $7.5K in Q3 2023. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9 Workhorse Group shares in Q2 2024, an estimated $6.59K.
  • Dynamic Advisor Solutions first reported a position in Workhorse Group in Q3 2023 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Workhorse Group position peaked at $7.5K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.