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Integrated Advisors Network’s Whirlpool WHR Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-2,886
Closed -$309K – 763
2024
Q3 		$309K Buy
+2,886
New +$290K 0.01% 587
2023
Q2 		– Sell
-23,986
Closed -$3.17M – 719
2023
Q1 		$3.17M Buy
+23,986
New +$3.42M 0.19% 138

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Integrated Advisors Network's WHR Position: Q4 2024 in Review

Integrated Advisors Network sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 2,886 shares — an estimated $309K sold.

Integrated Advisors Network first reported a position in WHR in Q1 2023 and held it in 2 quarters. The position peaked at $3.17M in Q1 2023. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Integrated Advisors Network reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 2,886 Whirlpool shares in Q4 2024, an estimated $309K.
  • Integrated Advisors Network first reported a position in Whirlpool in Q1 2023 and held it in 2 quarters.
  • Integrated Advisors Network's Whirlpool position peaked at $3.17M in Q1 2023.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Integrated Advisors Network's 13F filing for Q4 2024, filed 25 Feb 2025.