Alterna Wealth Management’s Whirlpool WHR Stock Holding History

Alterna Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,219	Closed	-$211K	–	133
2022 Q1	$211K	Buy	+1,219	New	+$247K	0.18%	110

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alterna Wealth Management's WHR Position: Q2 2022 in Review

Alterna Wealth Management sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 1,219 shares — an estimated $211K sold.

Alterna Wealth Management first reported a position in WHR in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Alterna Wealth Management reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Alterna Wealth Management sold 1,219 Whirlpool shares in Q2 2022, an estimated $211K.
Alterna Wealth Management first reported a position in Whirlpool in Q1 2022 and held it in 1 quarter.
Alterna Wealth Management's Whirlpool position peaked at $211K in Q1 2022.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.