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Atwood & Palmer’s Whirlpool WHR Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-17
Closed -$2.07K – 433
2023
Q4 		$2.07K Hold
17
– – ﹤0.01% 366
2023
Q3 		$2.27K Hold
17
– – ﹤0.01% 362
2023
Q2 		$2.53K Hold
17
– – ﹤0.01% 363
2023
Q1 		$2.25K Hold
17
– – ﹤0.01% 343
2022
Q4 		$2.4K Hold
17
– – ﹤0.01% 363
2022
Q3 		$2K Hold
17
– – ﹤0.01% 360
2022
Q2 		$3K Hold
17
– – ﹤0.01% 374
2022
Q1 		$3K Hold
17
– – ﹤0.01% 422
2021
Q4 		$4K Hold
17
– – ﹤0.01% 416
2021
Q3 		$3K Hold
17
– – ﹤0.01% 412
2021
Q2 		$4K Hold
17
– – ﹤0.01% 383
2021
Q1 		$4K Buy
+17
New +$3.37K ﹤0.01% 402

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Atwood & Palmer's WHR Position: Q1 2024 in Review

Atwood & Palmer sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 17 shares — an estimated $2.07K sold.

Atwood & Palmer first reported a position in WHR in Q1 2021 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Atwood & Palmer reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • Atwood & Palmer sold 17 Whirlpool shares in Q1 2024, an estimated $2.07K.
  • Atwood & Palmer first reported a position in Whirlpool in Q1 2021 and held it in 12 quarters.
  • Atwood & Palmer's Whirlpool position peaked at $4K in Q4 2021.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Atwood & Palmer's 13F filing for Q1 2024, filed 10 Apr 2024.