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Prospera Financial Services’s Workhorse Group WKHS Stock Holding History

Prospera Financial Services’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
-8
Closed -$5.41K – 1191
2024
Q1 		$5.41K Buy
8
+1
+14% +$862 ﹤0.01% 1091
2023
Q4 		$7.35K Hold
7
– – ﹤0.01% 1047
2023
Q3 		$8.44K Hold
7
– – ﹤0.01% 1003
2023
Q2 		$17.8K Hold
7
– – ﹤0.01% 999
2023
Q1 		$27K Buy
7
+2
+40% +$11K ﹤0.01% 946
2022
Q4 		$21.7K Hold
5
– – ﹤0.01% 886
2022
Q3 		$44K Buy
5
+1
+25% +$9.72K ﹤0.01% 817
2022
Q2 		$32K Hold
4
– – ﹤0.01% 1119
2022
Q1 		$66K Hold
4
– – ﹤0.01% 1261
2021
Q4 		$56K Sell
4
-1
-20% -$18.2K ﹤0.01% 857
2021
Q3 		$120K Hold
5
– – 0.01% 776
2021
Q2 		$261K Hold
5
– – 0.01% 697
2021
Q1 		$197K Sell
5
-10
-67% -$718K 0.01% 722
2020
Q4 		$906K Buy
+15
New +$976K 0.06% 314
2020
Q3 		– Sell
-15
Closed -$858K – 1355
2020
Q2 		$803K Hold
15
– – 0.07% 275
2020
Q1 		$80K Buy
15
+1
+7% +$8.6K 0.01% 498
2019
Q4 		$128K Hold
14
– – 0.01% 582
2019
Q3 		$144K Buy
14
+6
+75% +$64.3K 0.01% 527
2019
Q2 		$71K Hold
8
– – 0.01% 509
2019
Q1 		$15K Buy
8
+2
+33% +$5.24K ﹤0.01% 320
2018
Q4 		$10K Buy
+6
New +$14.2K ﹤0.01% 391

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

Prospera Financial Services's WKHS Position: Q2 2024 in Review

Prospera Financial Services sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 8 shares — an estimated $5.41K sold.

Prospera Financial Services first reported a position in WKHS in Q4 2018 and held it in 21 quarters. The position peaked at $906K in Q4 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Prospera Financial Services reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 8 Workhorse Group shares in Q2 2024, an estimated $5.41K.
  • Prospera Financial Services first reported a position in Workhorse Group in Q4 2018 and held it in 21 quarters.
  • Prospera Financial Services's Workhorse Group position peaked at $906K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.