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Delos Wealth Advisors’s Whirlpool WHR Stock Holding History

Delos Wealth 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
Q3 		– Sell
-6
Closed -$614 – 362
2024
Q2 		$614 Hold
6
– – ﹤0.01% 289
2024
Q1 		$718 Buy
6
+2
+50% +$223 ﹤0.01% 282
2023
Q4 		$488 Hold
4
– – ﹤0.01% 260
2023
Q3 		$560 Hold
4
– – ﹤0.01% 280
2023
Q2 		$596 Hold
4
– – ﹤0.01% 273
2023
Q1 		$529 Hold
4
– – ﹤0.01% 299
2022
Q4 		$566 Hold
4
– – ﹤0.01% 286
2022
Q3 		$1K Buy
+4
New +$637 ﹤0.01% 283

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delos Wealth Advisors's WHR Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 6 shares — an estimated $614 sold.

Delos Wealth Advisors first reported a position in WHR in Q3 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 6 Whirlpool shares in Q3 2024, an estimated $614.
  • Delos Wealth Advisors first reported a position in Whirlpool in Q3 2022 and held it in 8 quarters.
  • Delos Wealth Advisors's Whirlpool position peaked at $1K in Q3 2022.
  • 530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.