Beacon Pointe Advisors’s Whirlpool WHR Stock Holding History

Beacon Pointe 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
2024 Q3	–	Sell	-2,328	Closed	-$238K	–	1323
2024 Q2	$238K	Buy	+2,328	New	+$227K	﹤0.01%	1130

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Pointe Advisors's WHR Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 2,328 shares — an estimated $238K sold.

Beacon Pointe Advisors first reported a position in WHR in Q2 2024 and held it in 1 quarter. The position peaked at $238K in Q2 2024. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

Beacon Pointe Advisors reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 2,328 Whirlpool shares in Q3 2024, an estimated $238K.
Beacon Pointe Advisors first reported a position in Whirlpool in Q2 2024 and held it in 1 quarter.
Beacon Pointe Advisors's Whirlpool position peaked at $238K in Q2 2024.
530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.