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Coppell Advisory Solutions’s Whirlpool WHR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-67
Closed -$7.63K – 1876
2024
Q4 		$7.63K Buy
67
+4
+6% +$441 ﹤0.01% 1208
2024
Q3 		$6.78K Buy
63
+6
+11% +$603 ﹤0.01% 1190
2024
Q2 		$5.83K Buy
+57
New +$5.55K ﹤0.01% 1163
2023
Q4 		$6.94K Buy
+57
New +$6.64K ﹤0.01% 1031

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's WHR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 67 shares — an estimated $7.63K sold.

Coppell Advisory Solutions first reported a position in WHR in Q4 2023 and held it in 4 quarters. The position peaked at $7.63K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 67 Whirlpool shares in Q1 2025, an estimated $7.63K.
  • Coppell Advisory Solutions first reported a position in Whirlpool in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Whirlpool position peaked at $7.63K in Q4 2024.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.