Capital Advisors Ltd’s Whirlpool WHR Stock Holding History

Capital Advisors Ltd’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	-53	Closed	-$6K	–	1660
2024 Q1	$6K	Buy	53 +5	+10%	+$557	﹤0.01%	858
2023 Q4	$6K	Sell	48 -3	-6%	-$350	﹤0.01%	807
2023 Q3	$7K	Hold	51	–	–	﹤0.01%	752
2023 Q2	$8K	Hold	51	–	–	﹤0.01%	746
2023 Q1	$7K	Buy	51 +1	+2%	+$142	﹤0.01%	627
2022 Q4	$7K	Buy	50 +2	+4%	+$284	﹤0.01%	610
2022 Q3	$6K	Sell	48 -6	-11%	-$955	﹤0.01%	614
2022 Q2	$8K	Buy	54 +6	+13%	+$1.04K	﹤0.01%	536
2022 Q1	$8K	Sell	48 -1	-2%	-$203	﹤0.01%	553
2021 Q4	$11K	Sell	49 -349	-88%	-$76.6K	﹤0.01%	514
2021 Q3	$81K	Buy	398 +350	+729%	+$76.8K	0.01%	291
2021 Q2	$10K	Hold	48	–	–	﹤0.01%	419
2021 Q1	$11K	Hold	48	–	–	﹤0.01%	404
2020 Q4	$9K	Buy	+48	New	+$9.19K	﹤0.01%	391
2020 Q3	–	Sell	-48	Closed	-$6K	–	457
2020 Q2	$6K	Hold	48	–	–	﹤0.01%	402
2020 Q1	$4K	Buy	+48	New	+$6.31K	﹤0.01%	421

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Advisors Ltd's WHR Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 53 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in WHR in Q1 2020 and held it in 16 quarters. The position peaked at $81K in Q3 2021. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

Capital Advisors Ltd reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
Capital Advisors Ltd sold 53 Whirlpool shares in Q2 2024, an estimated $6K.
Capital Advisors Ltd first reported a position in Whirlpool in Q1 2020 and held it in 16 quarters.
Capital Advisors Ltd's Whirlpool position peaked at $81K in Q3 2021.
515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.