Mascoma Wealth Management’s Whirlpool WHR Stock Holding History

Mascoma 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
2023 Q4	–	Sell	-16	Closed	-$2.14K	–	509
2023 Q3	$2.14K	Buy	+16	New	+$2.26K	﹤0.01%	461
2022 Q4	–	Sell	-24	Closed	-$3K	–	657
2022 Q3	$3K	Sell	24 -14	-37%	-$2.23K	﹤0.01%	550
2022 Q2	$6K	Sell	38 -69	-64%	-$12K	﹤0.01%	487
2022 Q1	$18K	Buy	107 +27	+34%	+$5.47K	0.01%	384
2021 Q4	$19K	Buy	+80	New	+$17.6K	0.01%	339
2019 Q2	–	Sell	-20	Closed	-$3K	–	415
2019 Q1	$3K	Buy	+20	New	+$2.64K	﹤0.01%	342
2017 Q3	–	Sell	-4	Closed	-$1K	–	420
2017 Q2	$1K	Sell	4 -96	-96%	-$17.6K	﹤0.01%	395
2017 Q1	$17K	Hold	100	–	–	0.01%	230
2016 Q4	$18K	Buy	+100	New	+$16.6K	0.01%	230

Other funds holding WHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Mascoma Wealth Management's WHR Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 16 shares — an estimated $2.14K sold.

Mascoma Wealth Management first reported a position in WHR in Q4 2016 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 587 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Mascoma Wealth Management reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 16 Whirlpool shares in Q4 2023, an estimated $2.14K.
Mascoma Wealth Management first reported a position in Whirlpool in Q4 2016 and held it in 9 quarters.
Mascoma Wealth Management's Whirlpool position peaked at $19K in Q4 2021.
587 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.