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Raymond James Financial Services Advisors’s Workhorse Group WKHS Stock Holding History

Raymond James Financial Services 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
-4
Closed -$2.56K – 3534
2024
Q1 		$2.56K Hold
4
– – ﹤0.01% 3382
2023
Q4 		$3.94K Hold
4
– – ﹤0.01% 3279
2023
Q3 		$4.95K Hold
4
– – ﹤0.01% 3248
2023
Q2 		$11.4K Hold
4
– – ﹤0.01% 3206
2023
Q1 		$16.1K Sell
4
-1
-20% -$5.52K ﹤0.01% 3194
2022
Q4 		$21.2K Buy
5
+1
+25% +$6.89K ﹤0.01% 3148
2022
Q3 		$37K Hold
4
– – ﹤0.01% 3115
2022
Q2 		$33K Sell
4
-1
-20% -$9.44K ﹤0.01% 3123
2022
Q1 		$69K Hold
5
– – ﹤0.01% 3155
2021
Q4 		$71K Sell
5
-2
-29% -$36.4K ﹤0.01% 3154
2021
Q3 		$156K Sell
7
-2
-22% -$60.5K ﹤0.01% 3043
2021
Q2 		$425K Sell
9
-4
-31% -$148K ﹤0.01% 2478
2021
Q1 		$520K Sell
13
-9
-41% -$646K ﹤0.01% 2258
2020
Q4 		$1.29M Buy
22
+15
+214% +$976K ﹤0.01% 1550
2020
Q3 		$565K Buy
7
+2
+40% +$114K ﹤0.01% 1888
2020
Q2 		$269K Buy
+5
New +$54.2K ﹤0.01% 2301
2017
Q1 		– Sell
-7
Closed -$153K – 2523
2016
Q4 		$153K Hold
7
– – ﹤0.01% 2128
2016
Q3 		$157K Sell
7
-1
-13% -$22K ﹤0.01% 2090
2016
Q2 		$162K Buy
+8
New +$189K ﹤0.01% 2028

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 $6.73T AUM 46.02% 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

Raymond James Financial Services Advisors's WKHS Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 4 shares — an estimated $2.56K sold.

Raymond James Financial Services Advisors first reported a position in WKHS in Q2 2016 and held it in 19 quarters. The position peaked at $1.29M in Q4 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 4 Workhorse Group shares in Q2 2024, an estimated $2.56K.
  • Raymond James Financial Services Advisors first reported a position in Workhorse Group in Q2 2016 and held it in 19 quarters.
  • Raymond James Financial Services Advisors's Workhorse Group position peaked at $1.29M in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.