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LM Advisors’s Workhorse Group WKHS Stock Holding History

LM 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
Q1 		– Sell
-1
Closed -$1.26K – 700
2023
Q4 		$1.26K Buy
+1
New +$1.2K ﹤0.01% 688

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LM Advisors's WKHS Position: Q1 2024 in Review

LM Advisors sold out of Workhorse Group (WKHS) in Q1 2024, closing a stake of 1 share — an estimated $1.26K sold.

LM Advisors first reported a position in WKHS in Q4 2023 and held it in 1 quarter. The position peaked at $1.26K in Q4 2023. 117 funds tracked by Wall St. Rank hold WKHS as of Q1 2024.

  • LM Advisors reported no remaining Workhorse Group position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1 Workhorse Group share in Q1 2024, an estimated $1.26K.
  • LM Advisors first reported a position in Workhorse Group in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Workhorse Group position peaked at $1.26K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.