HBK Sorce Advisory’s Workhorse Group WKHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-10
Closed -$7.32K 623
2024
Q1
$7.32K Buy
+10
New +$8.63K ﹤0.01% 601
2019
Q3
Sell
-9
Closed -$76K 424
2019
Q2
$76K Buy
+9
New +$41.6K 0.01% 404

Other funds holding WKHS

HBK Sorce Advisory's WKHS Position: Q2 2024 in Review

HBK Sorce Advisory sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 10 shares — an estimated $7.32K sold.

HBK Sorce Advisory first reported a position in WKHS in Q2 2019 and held it in 2 quarters. The position peaked at $76K in Q2 2019. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • HBK Sorce Advisory reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 10 Workhorse Group shares in Q2 2024, an estimated $7.32K.
  • HBK Sorce Advisory first reported a position in Workhorse Group in Q2 2019 and held it in 2 quarters.
  • HBK Sorce Advisory's Workhorse Group position peaked at $76K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on HBK Sorce Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.