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Athena Investment Management’s Whirlpool WHR Stock Holding History

Athena Investment 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
2024
Q2 		– Sell
-1,839
Closed -$220K – 151
2024
Q1 		$220K Buy
+1,839
New +$205K 0.13% 139

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Athena Investment Management's WHR Position: Q2 2024 in Review

Athena Investment Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 1,839 shares — an estimated $220K sold.

Athena Investment Management first reported a position in WHR in Q1 2024 and held it in 1 quarter. The position peaked at $220K in Q1 2024. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Athena Investment Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Athena Investment Management sold 1,839 Whirlpool shares in Q2 2024, an estimated $220K.
  • Athena Investment Management first reported a position in Whirlpool in Q1 2024 and held it in 1 quarter.
  • Athena Investment Management's Whirlpool position peaked at $220K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Athena Investment Management's 13F filing for Q2 2024, filed 7 Aug 2024.