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Forvis Mazars Wealth Advisors’s Whirlpool WHR Stock Holding History

Forvis Mazars Wealth 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
2023
Q4 		– Sell
-1,506
Closed -$201K – 399
2023
Q3 		$201K Sell
1,506
-1,757
-54% -$248K 0.01% 374
2023
Q2 		$486K Buy
3,263
+1,610
+97% +$221K 0.01% 297
2023
Q1 		$218K Buy
1,653
+194
+13% +$27.6K 0.01% 380
2022
Q4 		$206K Sell
1,459
-72
-5% -$10.2K 0.01% 376
2022
Q3 		$206K Buy
1,531
+40
+3% +$6.37K 0.01% 371
2022
Q2 		$231K Buy
1,491
+304
+26% +$52.9K 0.01% 358
2022
Q1 		$205K Buy
1,187
+155
+15% +$31.4K 0.01% 291
2021
Q4 		$242K Buy
1,032
+45
+5% +$9.88K 0.01% 261
2021
Q3 		$201K Sell
987
-18
-2% -$3.95K 0.01% 269
2021
Q2 		$219K Buy
1,005
+51
+5% +$11.9K 0.01% 248
2021
Q1 		$210K Buy
+954
New +$189K 0.01% 264
2020
Q4 		– Sell
-1,119
Closed -$206K – 363
2020
Q3 		$206K Buy
+1,119
New +$186K 0.01% 314

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WHR Position: Q4 2023 in Review

Forvis Mazars Wealth Advisors sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,506 shares — an estimated $201K sold.

Forvis Mazars Wealth Advisors first reported a position in WHR in Q3 2020 and held it in 12 quarters. The position peaked at $486K in Q2 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,506 Whirlpool shares in Q4 2023, an estimated $201K.
  • Forvis Mazars Wealth Advisors first reported a position in Whirlpool in Q3 2020 and held it in 12 quarters.
  • Forvis Mazars Wealth Advisors's Whirlpool position peaked at $486K in Q2 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.