C2C Wealth Management’s Whirlpool WHR Stock Holding History

C2C 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	–	Sell	-3,970	Closed	-$521K	–	228
2023 Q3	$521K	Buy	3,970 +330	+9%	+$46.6K	0.07%	139
2023 Q2	$556K	Buy	+3,640	New	+$500K	0.07%	142

Other funds holding WHR

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C2C Wealth Management's WHR Position: Q4 2023 in Review

C2C Wealth Management sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 3,970 shares — an estimated $521K sold.

C2C Wealth Management first reported a position in WHR in Q2 2023 and held it in 2 quarters. The position peaked at $556K in Q2 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

C2C Wealth Management reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 3,970 Whirlpool shares in Q4 2023, an estimated $521K.
C2C Wealth Management first reported a position in Whirlpool in Q2 2023 and held it in 2 quarters.
C2C Wealth Management's Whirlpool position peaked at $556K in Q2 2023.
585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.