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HBW Advisory Services’s Whirlpool WHR Stock Holding History

HBW Advisory Services’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
2024
Q2 		– Sell
-15,032
Closed -$1.83M – 372
2024
Q1 		$1.83M Hold
15,032
– – 0.34% 90
2023
Q4 		$1.83M Buy
15,032
+642
+4% +$74.8K 0.34% 90
2023
Q3 		$1.92M Buy
14,390
+6,895
+92% +$974K 0.4% 79
2023
Q2 		$1.11M Buy
7,495
+354
+5% +$48.6K 0.24% 100
2023
Q1 		$943K Buy
7,141
+1,754
+33% +$250K 0.23% 109
2022
Q4 		$762K Buy
5,387
+145
+3% +$20.6K 0.2% 130
2022
Q3 		$707K Buy
5,242
+434
+9% +$69.1K 0.2% 130
2022
Q2 		$744K Buy
+4,808
New +$836K 0.19% 126

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HBW Advisory Services's WHR Position: Q2 2024 in Review

HBW Advisory Services sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 15,032 shares — an estimated $1.83M sold.

HBW Advisory Services first reported a position in WHR in Q2 2022 and held it in 8 quarters. The position peaked at $1.92M in Q3 2023. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • HBW Advisory Services reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • HBW Advisory Services sold 15,032 Whirlpool shares in Q2 2024, an estimated $1.83M.
  • HBW Advisory Services first reported a position in Whirlpool in Q2 2022 and held it in 8 quarters.
  • HBW Advisory Services's Whirlpool position peaked at $1.92M in Q3 2023.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.