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Avior Wealth Management’s Whirlpool WHR Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-2,000
Closed -$229K – 2334
2024
Q4 		$229K Hold
2,000
– – 0.01% 663
2024
Q3 		$214K Buy
+2,000
New +$201K 0.01% 675
2024
Q2 		– Sell
-82
Closed -$9.81K – 3732
2024
Q1 		$9.81K Sell
82
-4,368
-98% -$487K ﹤0.01% 1884
2023
Q4 		$542K Buy
4,450
+1,000
+29% +$117K 0.03% 323
2023
Q3 		$461K Hold
3,450
– – 0.03% 347
2023
Q2 		$513K Hold
3,450
– – 0.03% 329
2023
Q1 		$455K Hold
3,450
– – 0.03% 373
2022
Q4 		$488K Hold
3,450
– – 0.04% 312
2022
Q3 		$465K Hold
3,450
– – 0.04% 288
2022
Q2 		$534K Hold
3,450
– – 0.05% 244
2022
Q1 		$596K Buy
3,450
+500
+17% +$101K 0.05% 255
2021
Q4 		$692K Hold
2,950
– – 0.06% 259
2021
Q3 		$601K Sell
2,950
-200
-6% -$43.9K 0.05% 274
2021
Q2 		$686K Buy
3,150
+350
+13% +$81.5K 0.07% 235
2021
Q1 		$616K Sell
2,800
-100
-3% -$19.8K 0.07% 257
2020
Q4 		$523K Hold
2,900
– – 0.06% 253
2020
Q3 		$533K Sell
2,900
-600
-17% -$99.7K 0.08% 226
2020
Q2 		$453K Sell
3,500
-500
-13% -$57.2K 0.07% 251
2020
Q1 		$343K Buy
4,000
+500
+14% +$65.7K 0.07% 255
2019
Q4 		$516K Buy
3,500
+130
+4% +$19.6K 0.08% 218
2019
Q3 		$533K Hold
3,370
– – 0.09% 209
2019
Q2 		$480K Sell
3,370
-380
-10% -$51K 0.09% 217
2019
Q1 		$498K Sell
3,750
-1,658
-31% -$219K 0.11% 193
2018
Q4 		$577K Hold
5,408
– – 0.14% 154
2018
Q3 		$642K Buy
5,408
+225
+4% +$29.8K 0.14% 144
2018
Q2 		$758K Sell
5,183
-16
-0.3% -$2.43K 0.17% 123
2018
Q1 		$796K Buy
5,199
+1,766
+51% +$295K 0.18% 118
2017
Q4 		$579K Buy
+3,433
New +$582K 0.13% 150

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's WHR Position: Q1 2025 in Review

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

Avior Wealth Management first reported a position in WHR in Q4 2017 and held it in 28 quarters. The position peaked at $796K in Q1 2018. 533 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Avior Wealth Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,000 Whirlpool shares in Q1 2025, an estimated $229K.
  • Avior Wealth Management first reported a position in Whirlpool in Q4 2017 and held it in 28 quarters.
  • Avior Wealth Management's Whirlpool position peaked at $796K in Q1 2018.
  • 533 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.