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GW Henssler & Associates’s Whirlpool WHR Stock Holding History

GW Henssler & Associates’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
Q3 		– Sell
-1,461
Closed -$217K – 271
2023
Q2 		$217K Sell
1,461
-400
-21% -$54.9K 0.01% 194
2023
Q1 		$246K Buy
1,861
+35
+2% +$4.99K 0.02% 192
2022
Q4 		$258K Sell
1,826
-85
-4% -$12.1K 0.02% 188
2022
Q3 		$258K Buy
1,911
+121
+7% +$19.3K 0.02% 167
2022
Q2 		$277K Sell
1,790
-15
-0.8% -$2.61K 0.02% 158
2022
Q1 		$312K Buy
1,805
+2
+0.1% +$405 0.02% 187
2021
Q4 		$423K Buy
+1,803
New +$396K 0.03% 149
2021
Q3 		– Sell
-1,505
Closed -$328K – 219
2021
Q2 		$328K Buy
1,505
+46
+3% +$10.7K 0.02% 188
2021
Q1 		$321K Hold
1,459
– – 0.02% 176
2020
Q4 		$263K Sell
1,459
-40
-3% -$7.66K 0.02% 182
2020
Q3 		$276K Buy
+1,499
New +$249K 0.02% 157
2019
Q2 		– Sell
-2,739
Closed -$364K – 232
2019
Q1 		$364K Buy
+2,739
New +$362K 0.03% 164

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW Henssler & Associates's WHR Position: Q3 2023 in Review

GW Henssler & Associates sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 1,461 shares — an estimated $217K sold.

GW Henssler & Associates first reported a position in WHR in Q1 2019 and held it in 12 quarters. The position peaked at $423K in Q4 2021. 608 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • GW Henssler & Associates reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • GW Henssler & Associates sold 1,461 Whirlpool shares in Q3 2023, an estimated $217K.
  • GW Henssler & Associates first reported a position in Whirlpool in Q1 2019 and held it in 12 quarters.
  • GW Henssler & Associates's Whirlpool position peaked at $423K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on GW Henssler & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.