Arcadia Investment Advisors’s Whirlpool WHR Stock Holding History

Arcadia Investment 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
2024 Q2	–	Sell	-27	Closed	-$3.23K	–	81
2024 Q1	$3.23K	Hold	27	–	–	﹤0.01%	71
2023 Q4	$3.29K	Hold	27	–	–	﹤0.01%	77
2023 Q3	$3.61K	Hold	27	–	–	﹤0.01%	72
2023 Q2	$4.02K	Hold	27	–	–	﹤0.01%	75
2023 Q1	$3.56K	Hold	27	–	–	﹤0.01%	74
2022 Q4	$3.82K	Hold	27	–	–	﹤0.01%	73
2022 Q3	$3.64K	Hold	27	–	–	﹤0.01%	73
2022 Q2	$4.18K	Hold	27	–	–	﹤0.01%	85
2022 Q1	$4.67K	Hold	27	–	–	﹤0.01%	87
2021 Q4	$6.34K	Hold	27	–	–	﹤0.01%	75
2021 Q3	$5.5K	Hold	27	–	–	﹤0.01%	84
2021 Q2	$5.89K	Hold	27	–	–	﹤0.01%	83
2021 Q1	$5.95K	Hold	27	–	–	﹤0.01%	74
2020 Q4	$4.87K	Hold	27	–	–	﹤0.01%	84
2020 Q3	$4.96K	Buy	+27	New	+$4.49K	﹤0.01%	81

Other funds holding WHR

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arcadia Investment Advisors's WHR Position: Q2 2024 in Review

Arcadia Investment Advisors sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 27 shares — an estimated $3.23K sold.

Arcadia Investment Advisors first reported a position in WHR in Q3 2020 and held it in 15 quarters. The position peaked at $6.34K in Q4 2021. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

Arcadia Investment Advisors reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
Arcadia Investment Advisors sold 27 Whirlpool shares in Q2 2024, an estimated $3.23K.
Arcadia Investment Advisors first reported a position in Whirlpool in Q3 2020 and held it in 15 quarters.
Arcadia Investment Advisors's Whirlpool position peaked at $6.34K in Q4 2021.
515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Arcadia Investment Advisors's 13F filing for Q2 2024, filed 19 Dec 2024.