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	0.24%	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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return