Atomi Financial Group’s Whirlpool WHR Stock Holding History

Atomi Financial Group’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
2025 Q1	–	Sell	-2,000	Closed	-$229K	–	1125
2024 Q4	$229K	Buy	+2,000	New	+$221K	0.01%	852

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

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

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

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

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

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

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

Atomi Financial Group's WHR Position: Q1 2025 in Review

Atomi Financial Group sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,000 shares — an estimated $229K sold.

Atomi Financial Group first reported a position in WHR in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

Atomi Financial Group reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
Atomi Financial Group sold 2,000 Whirlpool shares in Q1 2025, an estimated $229K.
Atomi Financial Group first reported a position in Whirlpool in Q4 2024 and held it in 1 quarter.
Atomi Financial Group's Whirlpool position peaked at $229K in Q4 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.