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LMG Wealth Partners’s Whirlpool WHR Stock Holding History

LMG Wealth Partners’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
-26,675
Closed -$3.19M – 125
2024
Q1 		$3.19M Buy
26,675
+2,805
+12% +$313K 0.8% 39
2023
Q4 		$2.91M Buy
23,870
+814
+4% +$94.8K 0.81% 38
2023
Q3 		$3.08M Buy
23,056
+2,784
+14% +$393K 0.94% 38
2023
Q2 		$3.02M Buy
20,272
+595
+3% +$81.7K 0.92% 37
2023
Q1 		$2.6M Buy
19,677
+1,285
+7% +$183K 0.84% 38
2022
Q4 		$2.85M Buy
+18,392
New +$2.62M 0.94% 34

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

LMG Wealth Partners's WHR Position: Q2 2024 in Review

LMG Wealth Partners sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 26,675 shares — an estimated $3.19M sold.

LMG Wealth Partners first reported a position in WHR in Q4 2022 and held it in 6 quarters. The position peaked at $3.19M in Q1 2024. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • LMG Wealth Partners reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 26,675 Whirlpool shares in Q2 2024, an estimated $3.19M.
  • LMG Wealth Partners first reported a position in Whirlpool in Q4 2022 and held it in 6 quarters.
  • LMG Wealth Partners's Whirlpool position peaked at $3.19M in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on LMG Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.