MWM
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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 – 421
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return