HighTower Advisors’s Workhorse Group WKHS Stock Holding History

HighTower 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	-32	Closed	-$19K	–	3940
2024 Q1	$19K	Buy	32 +1	+3%	+$862	﹤0.01%	3354
2023 Q4	$33K	Buy	31 +11	+55%	+$13.2K	﹤0.01%	3355
2023 Q3	$21K	Buy	20 +9	+82%	+$23.1K	﹤0.01%	3327
2023 Q2	$27K	Sell	11 -1	-8%	-$2.89K	﹤0.01%	3231
2023 Q1	$45K	Sell	12 -1	-8%	-$5.52K	﹤0.01%	3061
2022 Q4	$56K	Hold	13	–	–	﹤0.01%	3014
2022 Q3	$106K	Buy	13 +1	+8%	+$9.72K	﹤0.01%	2754
2022 Q2	$98K	Hold	12	–	–	﹤0.01%	2789
2022 Q1	$189K	Buy	12 +6	+100%	+$66.1K	﹤0.01%	2859
2021 Q4	$74K	Buy	+6	New	+$109K	﹤0.01%	2980
2020 Q4	–	Sell	-6	Closed	-$460K	–	2930
2020 Q3	$460K	Buy	+6	New	+$343K	﹤0.01%	1614

Other funds holding WKHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

HighTower Advisors's WKHS Position: Q2 2024 in Review

HighTower Advisors sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 32 shares — an estimated $19K sold.

HighTower Advisors first reported a position in WKHS in Q3 2020 and held it in 11 quarters. The position peaked at $460K in Q3 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

HighTower Advisors reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
HighTower Advisors sold 32 Workhorse Group shares in Q2 2024, an estimated $19K.
HighTower Advisors first reported a position in Workhorse Group in Q3 2020 and held it in 11 quarters.
HighTower Advisors's Workhorse Group position peaked at $460K in Q3 2020.
60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.