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HBK Sorce Advisory’s Whirlpool WHR Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-1,242
Closed -$292K – 623
2021
Q4 		$292K Buy
1,242
+18
+1% +$3.95K 0.01% 447
2021
Q3 		$250K Buy
1,224
+7
+0.6% +$1.53K 0.01% 490
2021
Q2 		$267K Buy
+1,217
New +$283K 0.01% 477

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
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

HBK Sorce Advisory's WHR Position: Q1 2022 in Review

HBK Sorce Advisory sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,242 shares — an estimated $292K sold.

HBK Sorce Advisory first reported a position in WHR in Q2 2021 and held it in 3 quarters. The position peaked at $292K in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • HBK Sorce Advisory reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,242 Whirlpool shares in Q1 2022, an estimated $292K.
  • HBK Sorce Advisory first reported a position in Whirlpool in Q2 2021 and held it in 3 quarters.
  • HBK Sorce Advisory's Whirlpool position peaked at $292K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.