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First United Bank & Trust’s Whirlpool WHR Stock Holding History

First United Bank & Trust’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
Q2 		– Sell
-33
Closed -$3.95K – 419
2024
Q1 		$3.95K Hold
33
– – ﹤0.01% 384
2023
Q4 		$4.02K Buy
+33
New +$3.85K ﹤0.01% 399

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First United Bank & Trust's WHR Position: Q2 2024 in Review

First United Bank & Trust sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 33 shares — an estimated $3.95K sold.

First United Bank & Trust first reported a position in WHR in Q4 2023 and held it in 2 quarters. The position peaked at $4.02K in Q4 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • First United Bank & Trust reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • First United Bank & Trust sold 33 Whirlpool shares in Q2 2024, an estimated $3.95K.
  • First United Bank & Trust first reported a position in Whirlpool in Q4 2023 and held it in 2 quarters.
  • First United Bank & Trust's Whirlpool position peaked at $4.02K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on First United Bank & Trust's 13F filing for Q2 2024, filed 12 Aug 2024.