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Sequoia Financial Advisors’s Workhorse Group WKHS Stock Holding History

Sequoia Financial 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
-33
Closed -$23.5K – 1283
2024
Q1 		$23.5K Hold
33
– – ﹤0.01% 1155
2023
Q4 		$36K Buy
33
+16
+94% +$19.1K ﹤0.01% 1185
2023
Q3 		$20.8K Sell
17
-16
-48% -$41.1K ﹤0.01% 958
2023
Q2 		$87.2K Sell
33
-2
-6% -$5.77K ﹤0.01% 928
2023
Q1 		$140K Hold
35
– – ﹤0.01% 788
2022
Q4 		$162K Buy
+35
New +$241K ﹤0.01% 747
2022
Q3 		– Sell
-17
Closed -$130K – 596
2022
Q2 		$130K Hold
17
– – ﹤0.01% 561
2022
Q1 		$261K Buy
+17
New +$187K 0.01% 544
2021
Q2 		– Sell
-7
Closed -$275K – 489
2021
Q1 		$275K Buy
7
+1
+17% +$71.8K 0.01% 358
2020
Q4 		$374K Hold
6
– – 0.02% 289
2020
Q3 		$474K Buy
6
+2
+50% +$114K 0.03% 234
2020
Q2 		$186K Buy
+4
New +$43.4K 0.01% 350

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

Sequoia Financial Advisors's WKHS Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 33 shares — an estimated $23.5K sold.

Sequoia Financial Advisors first reported a position in WKHS in Q2 2020 and held it in 12 quarters. The position peaked at $474K in Q3 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 33 Workhorse Group shares in Q2 2024, an estimated $23.5K.
  • Sequoia Financial Advisors first reported a position in Workhorse Group in Q2 2020 and held it in 12 quarters.
  • Sequoia Financial Advisors's Workhorse Group position peaked at $474K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.