Heritage Wealth Management (Arizona)’s Whirlpool WHR Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$2.83K	Buy	+20	New	+$2.84K	﹤0.01%	945

Other funds holding WHR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WHR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Whirlpool (WHR) in Q4 2022: 20 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings.

617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

Heritage Wealth Management (Arizona) held 20 shares of Whirlpool worth $2.83K as of Q4 2022.
Whirlpool was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Whirlpool made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #945 holding.
617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.