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BDO Wealth Advisors’s Whirlpool WHR Stock Holding History

BDO Wealth Advisors’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
Q2 		$4.17K Buy
+28
New +$3.85K ﹤0.01% 792

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's WHR Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in Whirlpool (WHR) in Q2 2023: 28 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings.

629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • BDO Wealth Advisors held 28 shares of Whirlpool worth $4.17K as of Q2 2023.
  • Whirlpool was a new BDO Wealth Advisors position in Q2 2023.
  • Whirlpool made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #792 holding.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.