Fortitude Advisory Group’s Whirlpool WHR Stock Holding History

Fortitude Advisory 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
2022 Q2	–	Sell	-50	Closed	-$9K	–	1298
2022 Q1	$9K	Hold	50	–	–	﹤0.01%	1052
2021 Q4	$12K	Buy	+50	New	+$11K	0.01%	989

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fortitude Advisory Group's WHR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 50 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in WHR in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Fortitude Advisory Group reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 50 Whirlpool shares in Q2 2022, an estimated $9K.
Fortitude Advisory Group first reported a position in Whirlpool in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Whirlpool position peaked at $12K in Q4 2021.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.