LPL Financial
WKHS icon

LPL Financial’s Workhorse Group WKHS Stock Holding History

LPL Financial’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
-26
Closed -$18K – 5152
2024
Q1 		$18K Hold
26
– – ﹤0.01% 4852
2023
Q4 		$28.4K Buy
26
+7
+37% +$8.37K ﹤0.01% 4706
2023
Q3 		$23.9K Sell
19
-1
-5% -$2.57K ﹤0.01% 4597
2023
Q2 		$53.3K Buy
20
+10
+100% +$28.9K ﹤0.01% 4417
2023
Q1 		$41.7K Buy
10
+1
+11% +$5.52K ﹤0.01% 4331
2022
Q4 		$42.8K Sell
9
-6
-40% -$41.3K ﹤0.01% 4288
2022
Q3 		$127K Sell
15
-2
-12% -$19.4K ﹤0.01% 4060
2022
Q2 		$132K Sell
17
-1
-6% -$9.44K ﹤0.01% 4063
2022
Q1 		$271K Sell
18
-1
-5% -$11K ﹤0.01% 3640
2021
Q4 		$246K Sell
19
-7
-27% -$127K ﹤0.01% 3840
2021
Q3 		$588K Sell
26
-2
-7% -$60.5K ﹤0.01% 3070
2021
Q2 		$1.38M Sell
28
-12
-30% -$444K ﹤0.01% 2295
2021
Q1 		$1.66M Buy
40
+18
+82% +$1.29M ﹤0.01% 1981
2020
Q4 		$1.32M Buy
22
+8
+57% +$520K ﹤0.01% 1969
2020
Q3 		$1.08M Sell
14
-29
-67% -$1.66M ﹤0.01% 1892
2020
Q2 		$2.23M Buy
43
+36
+514% +$390K ﹤0.01% 1291
2020
Q1 		$38K Buy
+7
New +$60.2K ﹤0.01% 3107

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

LPL Financial's WKHS Position: Q2 2024 in Review

LPL Financial sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 26 shares — an estimated $18K sold.

LPL Financial first reported a position in WKHS in Q1 2020 and held it in 17 quarters. The position peaked at $2.23M in Q2 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • LPL Financial reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 26 Workhorse Group shares in Q2 2024, an estimated $18K.
  • LPL Financial first reported a position in Workhorse Group in Q1 2020 and held it in 17 quarters.
  • LPL Financial's Workhorse Group position peaked at $2.23M in Q2 2020.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.