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Cetera Advisors’s Whirlpool WHR Stock Holding History

Cetera 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
Q1 		$740K Buy
6,182
+4,431
+253% +$494K 0.01% 1328
2023
Q4 		$213K Sell
1,751
-156
-8% -$18.2K ﹤0.01% 1603
2023
Q3 		$255K Buy
1,907
+262
+16% +$37K ﹤0.01% 1407
2023
Q2 		$245K Buy
+1,645
New +$226K ﹤0.01% 1406
2023
Q1 		– Sell
-1,767
Closed -$250K – 1731
2022
Q4 		$250K Buy
1,767
+126
+8% +$17.9K ﹤0.01% 1327
2022
Q3 		$221K Sell
1,641
-24
-1% -$3.82K 0.01% 1090
2022
Q2 		$258K Buy
+1,665
New +$290K 0.01% 1108

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Cetera Advisors's WHR Position: Q1 2024 in Review

Cetera Advisors increased its Whirlpool (WHR) stake by 253% in Q1 2024, buying an estimated $494K and bringing the position to 6,182 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #1328.

Cetera Advisors first reported a position in WHR in Q2 2022 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Cetera Advisors held 6,182 shares of Whirlpool worth $740K as of Q1 2024.
  • Cetera Advisors bought 4,431 Whirlpool shares in Q1 2024, an estimated $494K.
  • Whirlpool made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1328 holding.
  • Cetera Advisors first reported a position in Whirlpool in Q2 2022 and has held it in 7 quarters since.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.