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Financial Advocates Investment Management’s Whirlpool WHR Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-2,025
Closed -$232K – 801
2024
Q4 		$232K Buy
2,025
+73
+4% +$8.05K 0.01% 668
2024
Q3 		$209K Buy
+1,952
New +$196K 0.01% 704

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's WHR Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,025 shares — an estimated $232K sold.

Financial Advocates Investment Management first reported a position in WHR in Q3 2024 and held it in 2 quarters. The position peaked at $232K in Q4 2024. 532 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,025 Whirlpool shares in Q1 2025, an estimated $232K.
  • Financial Advocates Investment Management first reported a position in Whirlpool in Q3 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Whirlpool position peaked at $232K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.