AWM
WHR icon

Axxcess Wealth Management’s Whirlpool WHR Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-2,992
Closed -$358K – 957
2024
Q1 		$358K Hold
2,992
– – 0.01% 626
2023
Q4 		$364K Buy
+2,992
New +$349K 0.01% 590

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

Axxcess Wealth Management's WHR Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 2,992 shares — an estimated $358K sold.

Axxcess Wealth Management first reported a position in WHR in Q4 2023 and held it in 2 quarters. The position peaked at $364K in Q4 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,992 Whirlpool shares in Q2 2024, an estimated $358K.
  • Axxcess Wealth Management first reported a position in Whirlpool in Q4 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Whirlpool position peaked at $364K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.