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Fortem Financial Group’s Whirlpool WHR Stock Holding History

Fortem Financial Group’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
2023
Q1 		– Sell
-3,726
Closed -$527K – 164
2022
Q4 		$527K Sell
3,726
-728
-16% -$104K 0.31% 96
2022
Q3 		$600K Sell
4,454
-449
-9% -$71.5K 0.42% 77
2022
Q2 		$759K Sell
4,903
-2,168
-31% -$377K 0.5% 71
2022
Q1 		$1.22M Buy
7,071
+947
+15% +$192K 0.53% 79
2021
Q4 		$1.44M Buy
6,124
+121
+2% +$26.6K 0.66% 58
2021
Q3 		$1.22M Buy
6,003
+159
+3% +$34.9K 0.62% 58
2021
Q2 		$1.27M Buy
5,844
+338
+6% +$78.7K 0.65% 58
2021
Q1 		$1.21M Sell
5,506
-25
-0.5% -$4.96K 0.7% 55
2020
Q4 		$998K Sell
5,531
-151
-3% -$28.9K 0.6% 61
2020
Q3 		$1.04M Buy
5,682
+1,160
+26% +$193K 0.76% 46
2020
Q2 		$586K Buy
+4,522
New +$517K 0.45% 76

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fortem Financial Group's WHR Position: Q1 2023 in Review

Fortem Financial Group sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 3,726 shares — an estimated $527K sold.

Fortem Financial Group first reported a position in WHR in Q2 2020 and held it in 11 quarters. The position peaked at $1.44M in Q4 2021. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Fortem Financial Group reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • Fortem Financial Group sold 3,726 Whirlpool shares in Q1 2023, an estimated $527K.
  • Fortem Financial Group first reported a position in Whirlpool in Q2 2020 and held it in 11 quarters.
  • Fortem Financial Group's Whirlpool position peaked at $1.44M in Q4 2021.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Fortem Financial Group's 13F filing for Q1 2023, filed 21 Apr 2023.