EW
WHR icon

Evoke Wealth’s Whirlpool WHR Stock Holding History

Evoke Wealth’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
-40
Closed -$5K – 1143
2022
Q3 		$5K Sell
40
-19
-32% -$3.02K ﹤0.01% 893
2022
Q2 		$9K Buy
59
+20
+51% +$3.48K ﹤0.01% 794
2022
Q1 		$7K Sell
39
-1,500
-97% -$304K ﹤0.01% 846
2021
Q4 		$361K Hold
1,539
– – 0.01% 276
2021
Q3 		$313K Buy
1,539
+25
+2% +$5.48K 0.01% 278
2021
Q2 		$330K Hold
1,514
– – 0.01% 286
2021
Q1 		$334K Hold
1,514
– – 0.02% 252
2020
Q4 		$273K Sell
1,514
-338
-18% -$64.7K 0.02% 210
2020
Q3 		$341K Sell
1,852
-26
-1% -$4.32K 0.03% 165
2020
Q2 		$243K Buy
1,878
+163
+10% +$18.7K 0.02% 177
2020
Q1 		$147K Buy
1,715
+1,685
+5,617% +$221K 0.02% 214
2019
Q4 		$4.5K Sell
30
-17,700
-100% -$2.67M ﹤0.01% 936
2019
Q3 		$2.81M Buy
+17,730
New +$2.55M 0.35% 38

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

Evoke Wealth's WHR Position: Q4 2022 in Review

Evoke Wealth sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 40 shares — an estimated $5K sold.

Evoke Wealth first reported a position in WHR in Q3 2019 and held it in 13 quarters. The position peaked at $2.81M in Q3 2019. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Evoke Wealth reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 40 Whirlpool shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in Whirlpool in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Whirlpool position peaked at $2.81M in Q3 2019.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.