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Curi Wealth Management’s Whirlpool WHR Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1,119
Closed -$173K – 701
2022
Q2 		$173K Buy
1,119
+89
+9% +$15.5K 0.03% 131
2022
Q1 		$177K Hold
1,030
– – 0.03% 122
2021
Q4 		$241K Buy
+1,030
New +$226K 0.04% 102
2021
Q3 		– Sell
-967
Closed -$210K – 92
2021
Q2 		$210K Hold
967
– – 0.11% 88
2021
Q1 		$213K Hold
967
– – 0.14% 83
2020
Q4 		$174K Buy
+967
New +$185K 0.13% 87

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Curi Wealth Management's WHR Position: Q3 2022 in Review

Curi Wealth Management sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 1,119 shares — an estimated $173K sold.

Curi Wealth Management first reported a position in WHR in Q4 2020 and held it in 6 quarters. The position peaked at $241K in Q4 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Curi Wealth Management reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,119 Whirlpool shares in Q3 2022, an estimated $173K.
  • Curi Wealth Management first reported a position in Whirlpool in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's Whirlpool position peaked at $241K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.