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Baystate Wealth Management’s Whirlpool WHR Stock Holding History

Baystate 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
2023
Q4 		$183 Sell
1
-11
-92% -$1.28K ﹤0.01% 1272
2023
Q3 		$1.63K Hold
12
– – ﹤0.01% 831
2023
Q2 		$1.79K Buy
12
+1
+9% +$137 ﹤0.01% 857
2023
Q1 		$1.57K Hold
11
– – ﹤0.01% 869
2022
Q4 		$2K Hold
11
– – ﹤0.01% 817
2022
Q3 		$2K Hold
11
– – ﹤0.01% 776
2022
Q2 		$2K Hold
11
– – ﹤0.01% 796
2022
Q1 		$2K Hold
11
– – ﹤0.01% 787
2021
Q4 		$3K Hold
11
– – ﹤0.01% 733
2021
Q3 		$2K Hold
11
– – ﹤0.01% 714
2021
Q2 		$2K Hold
11
– – ﹤0.01% 683
2021
Q1 		$2K Buy
11
+1
+10% +$198 ﹤0.01% 618
2020
Q4 		$2K Sell
10
-1
-9% -$192 ﹤0.01% 592
2020
Q3 		$2K Buy
11
+1
+10% +$166 ﹤0.01% 559
2020
Q2 		$1K Sell
10
-279
-97% -$31.9K ﹤0.01% 635
2020
Q1 		$25K Buy
289
+4
+1% +$525 ﹤0.01% 262
2019
Q4 		$42K Buy
285
+2
+0.7% +$302 0.01% 248
2019
Q3 		$45K Buy
283
+3
+1% +$431 0.01% 213
2019
Q2 		$41K Buy
280
+2
+0.7% +$268 0.01% 239
2019
Q1 		$39K Buy
278
+2
+0.7% +$264 0.01% 243
2018
Q4 		$35K Buy
276
+3
+1% +$340 0.01% 247
2018
Q3 		$29K Buy
273
+2
+0.7% +$265 0.01% 267
2018
Q2 		$42K Buy
271
+2
+0.7% +$304 0.01% 211
2018
Q1 		$40K Hold
269
– – 0.01% 210
2017
Q4 		$45K Hold
269
– – 0.01% 208
2017
Q3 		$48K Hold
269
– – 0.01% 190
2017
Q2 		$53K Hold
269
– – 0.01% 173
2017
Q1 		$45K Buy
269
+10
+4% +$1.78K 0.01% 185
2016
Q4 		$48K Buy
+259
New +$42.9K 0.01% 154

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Baystate Wealth Management's WHR Position: Q4 2023 in Review

Baystate Wealth Management reduced its Whirlpool (WHR) stake by 92% in Q4 2023, selling an estimated $1.28K and leaving 1 share worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Baystate Wealth Management first reported a position in WHR in Q4 2016 and has held it in 29 quarters since. The position peaked at $53K in Q2 2017. 586 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Baystate Wealth Management held 1 share of Whirlpool worth $183 as of Q4 2023.
  • Baystate Wealth Management sold 11 Whirlpool shares in Q4 2023, an estimated $1.28K.
  • Whirlpool made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1272 holding.
  • Baystate Wealth Management first reported a position in Whirlpool in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Whirlpool position peaked at $53K in Q2 2017.
  • 586 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.