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Crewe Advisors’s Whirlpool WHR Stock Holding History

Crewe 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
2022
Q4 		– Sell
-7
Closed -$1K – 1301
2022
Q3 		$1K Buy
+7
New +$1.11K ﹤0.01% 1219
2021
Q4 		– Sell
-15
Closed -$3K – 467
2021
Q3 		$3K Hold
15
– – ﹤0.01% 339
2021
Q2 		$3K Hold
15
– – ﹤0.01% 381
2021
Q1 		$3K Hold
15
– – ﹤0.01% 402
2020
Q4 		$3K Sell
15
-4
-21% -$766 ﹤0.01% 388
2020
Q3 		$3K Buy
+19
New +$3.16K ﹤0.01% 463

Other funds holding WHR

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

Crewe Advisors's WHR Position: Q4 2022 in Review

Crewe Advisors sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Crewe Advisors first reported a position in WHR in Q3 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Crewe Advisors reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 7 Whirlpool shares in Q4 2022, an estimated $1K.
  • Crewe Advisors first reported a position in Whirlpool in Q3 2020 and held it in 6 quarters.
  • Crewe Advisors's Whirlpool position peaked at $3K in Q3 2021.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.