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Investment Advisory Group’s Workhorse Group WKHS Stock Holding History

Investment Advisory Group’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
-3
Closed -$2.38K – 168
2024
Q1 		$2.38K Hold
3
– – ﹤0.01% 158
2023
Q4 		$3.65K Hold
3
– – ﹤0.01% 147
2023
Q3 		$4.21K Hold
3
– – ﹤0.01% 144
2023
Q2 		$8.85K Hold
3
– – ﹤0.01% 147
2023
Q1 		$13.5K Hold
3
– – 0.01% 135
2022
Q4 		$15.7K Hold
3
– – 0.01% 134
2022
Q3 		$30K Hold
3
– – 0.02% 124
2022
Q2 		$27K Hold
3
– – 0.02% 123
2022
Q1 		$53K Hold
3
– – 0.03% 128
2021
Q4 		$35K Buy
+3
New +$54.5K 0.02% 120

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Investment Advisory Group's WKHS Position: Q2 2024 in Review

Investment Advisory Group sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 3 shares — an estimated $2.38K sold.

Investment Advisory Group first reported a position in WKHS in Q4 2021 and held it in 10 quarters. The position peaked at $53K in Q1 2022. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Investment Advisory Group reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Investment Advisory Group sold 3 Workhorse Group shares in Q2 2024, an estimated $2.38K.
  • Investment Advisory Group first reported a position in Workhorse Group in Q4 2021 and held it in 10 quarters.
  • Investment Advisory Group's Workhorse Group position peaked at $53K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Investment Advisory Group's 13F filing for Q2 2024, filed 31 Jul 2024.