Envestnet Portfolio Solutions
WHR icon

Envestnet Portfolio Solutions’s Whirlpool WHR Stock Holding History

Envestnet Portfolio 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
2024
Q4 		– Sell
-3,738
Closed -$400K – 1802
2024
Q3 		$400K Buy
3,738
+442
+13% +$44.4K ﹤0.01% 1308
2024
Q2 		$337K Sell
3,296
-573
-15% -$55.8K ﹤0.01% 1318
2024
Q1 		$463K Buy
3,869
+621
+19% +$69.2K ﹤0.01% 1154
2023
Q4 		$395K Sell
3,248
-795
-20% -$92.6K ﹤0.01% 1150
2023
Q3 		$541K Buy
+4,043
New +$571K ﹤0.01% 955

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Envestnet Portfolio Solutions's WHR Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 3,738 shares — an estimated $400K sold.

Envestnet Portfolio Solutions first reported a position in WHR in Q3 2023 and held it in 5 quarters. The position peaked at $541K in Q3 2023. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,738 Whirlpool shares in Q4 2024, an estimated $400K.
  • Envestnet Portfolio Solutions first reported a position in Whirlpool in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Whirlpool position peaked at $541K in Q3 2023.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.