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Concord Wealth Partners’s Whirlpool WHR Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-16
Closed -$2.38K – 1077
2023
Q2 		$2.38K Hold
16
– – ﹤0.01% 838
2023
Q1 		$2.11K Sell
16
-6
-27% -$855 ﹤0.01% 802
2022
Q4 		$3.11K Buy
+22
New +$3.13K ﹤0.01% 858
2022
Q3 		– Sell
-336
Closed -$52K – 1160
2022
Q2 		$52K Buy
336
+220
+190% +$38.3K 0.01% 371
2022
Q1 		$20K Sell
116
-30
-21% -$6.08K 0.01% 634
2021
Q4 		$34K Buy
+146
New +$32.1K 0.01% 527
2021
Q3 		– Sell
-85
Closed -$19K – 1045
2021
Q2 		$19K Sell
85
-6
-7% -$1.4K 0.01% 513
2021
Q1 		$20K Buy
+91
New +$18.1K 0.01% 480

Other funds holding WHR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's WHR Position: Q3 2023 in Review

Concord Wealth Partners sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 16 shares — an estimated $2.38K sold.

Concord Wealth Partners first reported a position in WHR in Q1 2021 and held it in 8 quarters. The position peaked at $52K in Q2 2022. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Concord Wealth Partners reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 16 Whirlpool shares in Q3 2023, an estimated $2.38K.
  • Concord Wealth Partners first reported a position in Whirlpool in Q1 2021 and held it in 8 quarters.
  • Concord Wealth Partners's Whirlpool position peaked at $52K in Q2 2022.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.