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Capital Performance Advisors’s Whirlpool WHR Stock Holding History

Capital Performance 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
Q4 		– Sell
-217
Closed -$23.2K – 2685
2024
Q3 		$23.2K Buy
+217
New +$21.8K 0.01% 563

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's WHR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 217 shares — an estimated $23.2K sold.

Capital Performance Advisors first reported a position in WHR in Q3 2024 and held it in 1 quarter. The position peaked at $23.2K in Q3 2024. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 217 Whirlpool shares in Q4 2024, an estimated $23.2K.
  • Capital Performance Advisors first reported a position in Whirlpool in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Whirlpool position peaked at $23.2K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.