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Fieldpoint Private Securities’s Whirlpool WHR Stock Holding History

Fieldpoint Private Securities’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
Q2 		$1K Sell
5
-47
-90% -$8.17K ﹤0.01% 1442
2022
Q1 		$9K Buy
52
+40
+333% +$8.11K ﹤0.01% 1124
2021
Q4 		$3K Hold
12
– – ﹤0.01% 1429
2021
Q3 		$2K Buy
12
+7
+140% +$1.53K ﹤0.01% 1515
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1529
2021
Q1 		$1K Hold
5
– – ﹤0.01% 1535
2020
Q4 		$1K Buy
+5
New +$958 ﹤0.01% 1462

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fieldpoint Private Securities's WHR Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Whirlpool (WHR) stake by 90% in Q2 2022, selling an estimated $8.17K and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Fieldpoint Private Securities first reported a position in WHR in Q4 2020 and has held it in 7 quarters since. The position peaked at $9K in Q1 2022. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Fieldpoint Private Securities held 5 shares of Whirlpool worth $1K as of Q2 2022.
  • Fieldpoint Private Securities sold 47 Whirlpool shares in Q2 2022, an estimated $8.17K.
  • Whirlpool made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1442 holding.
  • Fieldpoint Private Securities first reported a position in Whirlpool in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's Whirlpool position peaked at $9K in Q1 2022.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.