Cary Street Partners Investment Advisory’s Whirlpool WHR Stock Holding History

Cary Street Partners Investment Advisory’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	-182	Closed	-$24.3K	–	1783
2023 Q3	$24.3K	Sell	182 -93	-34%	-$13.1K	﹤0.01%	1056
2023 Q2	$40.9K	Hold	275	–	–	﹤0.01%	867
2023 Q1	$36.3K	Sell	275 -101	-27%	-$14.4K	﹤0.01%	819
2022 Q4	$53.2K	Buy	+376	New	+$53.5K	﹤0.01%	729
2020 Q4	–	Sell	-10	Closed	-$2K	–	877
2020 Q3	$2K	Buy	+10	New	+$1.66K	﹤0.01%	928

Other funds holding WHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Cary Street Partners Investment Advisory's WHR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 182 shares — an estimated $24.3K sold.

Cary Street Partners Investment Advisory first reported a position in WHR in Q3 2020 and held it in 5 quarters. The position peaked at $53.2K in Q4 2022. 586 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 182 Whirlpool shares in Q4 2023, an estimated $24.3K.
Cary Street Partners Investment Advisory first reported a position in Whirlpool in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Whirlpool position peaked at $53.2K in Q4 2022.
586 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.