American Portfolios Advisors’s Whirlpool WHR Stock Holding History

American Portfolios Advisors’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 Q3	$26K	Sell	193 -10	-5%	-$1.59K	﹤0.01%	2055
2022 Q2	$31.5K	Buy	203 +41	+25%	+$7.13K	﹤0.01%	2009
2022 Q1	$27.9K	Buy	162 +13	+9%	+$2.63K	﹤0.01%	2192
2021 Q4	$34.9K	Hold	149	–	–	﹤0.01%	2049
2021 Q3	$30.3K	Buy	149 +16	+12%	+$3.51K	﹤0.01%	2053
2021 Q2	$28.9K	Sell	133 -10	-7%	-$2.33K	﹤0.01%	2025
2021 Q1	$31.4K	Sell	143 -103	-42%	-$20.4K	﹤0.01%	1823
2020 Q4	$44.3K	Buy	246 +19	+8%	+$3.64K	﹤0.01%	1461
2020 Q3	$41.7K	Buy	227 +101	+80%	+$16.8K	﹤0.01%	1388
2020 Q2	$16.3K	Hold	126	–	–	﹤0.01%	1727
2020 Q1	$10.8K	Buy	126 +10	+9%	+$1.31K	﹤0.01%	1777
2019 Q4	$17.1K	Hold	116	–	–	﹤0.01%	1785
2019 Q3	$18.3K	Hold	116	–	–	﹤0.01%	1701
2019 Q2	$16.5K	Hold	116	–	–	﹤0.01%	1731
2019 Q1	$15.4K	Hold	116	–	–	﹤0.01%	1670
2018 Q4	$12.4K	Sell	116 -155	-57%	-$17.6K	﹤0.01%	1544
2018 Q3	$32.1K	Buy	+271	New	+$35.9K	﹤0.01%	1295

Other funds holding WHR

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

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

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

LAM

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

American Portfolios Advisors's WHR Position: Q3 2022 in Review

American Portfolios Advisors reduced its Whirlpool (WHR) stake by 4.9% in Q3 2022, selling an estimated $1.59K and leaving 193 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

American Portfolios Advisors first reported a position in WHR in Q3 2018 and has held it in 17 quarters since. The position peaked at $44.3K in Q4 2020. 632 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

American Portfolios Advisors held 193 shares of Whirlpool worth $26K as of Q3 2022.
American Portfolios Advisors sold 10 Whirlpool shares in Q3 2022, an estimated $1.59K.
Whirlpool made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2055 holding.
American Portfolios Advisors first reported a position in Whirlpool in Q3 2018 and has held it in 17 quarters since.
American Portfolios Advisors's Whirlpool position peaked at $44.3K in Q4 2020.
632 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.