Atlas Private Wealth Advisors’s Whirlpool WHR Stock Holding History

Atlas Private Wealth 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
2023 Q4	–	Sell	-12,286	Closed	-$1.64M	–	192
2023 Q3	$1.64M	Hold	12,286	–	–	0.31%	56
2023 Q2	$1.83M	Buy	12,286 +6,143	+100%	+$844K	0.37%	50
2023 Q1	$811K	Buy	6,143 +1,779	+41%	+$253K	0.37%	55
2022 Q4	$617K	Sell	4,364 -24	-0.5%	-$3.41K	0.33%	66
2022 Q3	$592K	Buy	4,388 +229	+6%	+$36.5K	0.36%	66
2022 Q2	$644K	Buy	4,159 +14	+0.3%	+$2.43K	0.39%	66
2022 Q1	$716K	Buy	+4,145	New	+$840K	0.32%	69

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Advisors's WHR Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 12,286 shares — an estimated $1.64M sold.

Atlas Private Wealth Advisors first reported a position in WHR in Q1 2022 and held it in 7 quarters. The position peaked at $1.83M in Q2 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 12,286 Whirlpool shares in Q4 2023, an estimated $1.64M.
Atlas Private Wealth Advisors first reported a position in Whirlpool in Q1 2022 and held it in 7 quarters.
Atlas Private Wealth Advisors's Whirlpool position peaked at $1.83M in Q2 2023.
585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.