Edge Wealth Management’s Whirlpool WHR Stock Holding History

Edge 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 Q1	–	Sell	-148	Closed	-$35K	–	463
2021 Q4	$35K	Buy	148 +1	+0.7%	+$220	0.01%	204
2021 Q3	$30K	Buy	147 +1	+0.7%	+$219	0.01%	223
2021 Q2	$32K	Hold	146	–	–	0.01%	229
2021 Q1	$32K	Buy	146 +1	+0.7%	+$198	0.01%	226
2020 Q4	$26K	Buy	+145	New	+$27.8K	0.01%	220
2018 Q2	–	Sell	-70	Closed	-$11K	–	621
2018 Q1	$11K	Hold	70	–	–	﹤0.01%	378
2017 Q4	$11K	Hold	70	–	–	﹤0.01%	374
2017 Q3	$13K	Hold	70	–	–	﹤0.01%	339
2017 Q2	$14K	Hold	70	–	–	﹤0.01%	341
2017 Q1	$12K	Hold	70	–	–	﹤0.01%	334
2016 Q4	$13K	Hold	70	–	–	﹤0.01%	314
2016 Q3	$11K	Hold	70	–	–	﹤0.01%	323
2016 Q2	$12K	Hold	70	–	–	0.01%	298
2016 Q1	$13K	Hold	70	–	–	0.01%	263
2015 Q4	$10K	Hold	70	–	–	﹤0.01%	291
2015 Q3	$10K	Hold	70	–	–	﹤0.01%	290
2015 Q2	$12K	Sell	70 -30	-30%	-$5.63K	﹤0.01%	291
2015 Q1	$20K	Hold	100	–	–	0.01%	249
2014 Q4	$19K	Hold	100	–	–	0.01%	259
2014 Q3	$15K	Hold	100	–	–	0.01%	283
2014 Q2	$14K	Hold	100	–	–	0.01%	268
2014 Q1	$15K	Hold	100	–	–	0.01%	262
2013 Q4	$16K	Hold	100	–	–	0.01%	239
2013 Q3	$15K	Hold	100	–	–	0.01%	217
2013 Q2	$11K	Buy	+100	New	+$12.1K	0.01%	228

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Edge Wealth Management's WHR Position: Q1 2022 in Review

Edge Wealth Management sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 148 shares — an estimated $35K sold.

Edge Wealth Management first reported a position in WHR in Q2 2013 and held it in 25 quarters. The position peaked at $35K in Q4 2021. 672 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

Edge Wealth Management reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 148 Whirlpool shares in Q1 2022, an estimated $35K.
Edge Wealth Management first reported a position in Whirlpool in Q2 2013 and held it in 25 quarters.
Edge Wealth Management's Whirlpool position peaked at $35K in Q4 2021.
672 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.