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HC Financial Advisors’s Whirlpool WHR Stock Holding History

HC Financial 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
2022
Q2 		$8K Hold
50
– – 0.01% 259
2022
Q1 		$9K Buy
+50
New +$10.1K 0.01% 248

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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HC Financial Advisors's WHR Position: Q2 2022 in Review

HC Financial Advisors held its Whirlpool (WHR) position steady in Q2 2022 at 50 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #259.

HC Financial Advisors first reported a position in WHR in Q1 2022 and has held it in 2 quarters since. The position peaked at $9K in Q1 2022. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • HC Financial Advisors held 50 shares of Whirlpool worth $8K as of Q2 2022.
  • HC Financial Advisors left its Whirlpool share count unchanged in Q2 2022.
  • Whirlpool made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #259 holding.
  • HC Financial Advisors first reported a position in Whirlpool in Q1 2022 and has held it in 2 quarters since.
  • HC Financial Advisors's Whirlpool position peaked at $9K in Q1 2022.
  • 649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.