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ICA Group Wealth Management’s Whirlpool WHR Stock Holding History

ICA Group Wealth Management’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
-195
Closed -$23.3K – 1334
2024
Q1 		$23.3K Hold
195
– – ﹤0.01% 724
2023
Q4 		$23.7K Buy
+195
New +$22.7K 0.01% 681
2023
Q3 		– Sell
-195
Closed -$29K – 1239
2023
Q2 		$29K Sell
195
-50
-20% -$6.87K 0.01% 612
2023
Q1 		$32.3K Buy
245
+215
+717% +$30.6K 0.01% 562
2022
Q4 		$4.24K Buy
+30
New +$4.27K ﹤0.01% 1002

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

ICA Group Wealth Management's WHR Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 195 shares — an estimated $23.3K sold.

ICA Group Wealth Management first reported a position in WHR in Q4 2022 and held it in 5 quarters. The position peaked at $32.3K in Q1 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 195 Whirlpool shares in Q2 2024, an estimated $23.3K.
  • ICA Group Wealth Management first reported a position in Whirlpool in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Whirlpool position peaked at $32.3K in Q1 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.