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FinTrust Capital Advisors’s Whirlpool WHR Stock Holding History

FinTrust Capital Advisors’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
Q3 		$65.2K Buy
+609
New +$61.2K 0.01% 509
2022
Q1 		– Sell
-100
Closed -$23K – 1301
2021
Q4 		$23K Buy
+100
New +$22K 0.01% 717

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FinTrust Capital Advisors's WHR Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Whirlpool (WHR) in Q3 2024: 609 shares worth $65.2K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in WHR as recently as Q4 2021.

FinTrust Capital Advisors first reported a position in WHR in Q4 2021 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • FinTrust Capital Advisors held 609 shares of Whirlpool worth $65.2K as of Q3 2024.
  • Whirlpool was a new FinTrust Capital Advisors position in Q3 2024.
  • Whirlpool made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #509 holding.
  • FinTrust Capital Advisors first reported a position in Whirlpool in Q4 2021 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.