MinichMacGregor Wealth Management’s Whirlpool WHR Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-42	Closed	-$5.96K	–	658
2022 Q4	$5.96K	Buy	+42	New	+$5.97K	﹤0.01%	468
2018 Q4	–	Sell	-84	Closed	-$9K	–	529
2018 Q3	$9K	Hold	84	–	–	0.01%	328
2018 Q2	$12K	Sell	84 -13	-13%	-$1.98K	0.01%	286
2018 Q1	$14K	Buy	97 +13	+15%	+$2.17K	0.01%	256
2017 Q4	$14K	Sell	84 -3	-3%	-$508	0.01%	256
2017 Q3	$16K	Hold	87	–	–	0.01%	224
2017 Q2	$16K	Hold	87	–	–	0.01%	218
2017 Q1	$14K	Hold	87	–	–	0.01%	231
2016 Q4	$15K	Sell	87 -6	-6%	-$993	0.01%	210
2016 Q3	$15K	Buy	93 +1	+1%	+$177	0.01%	213
2016 Q2	$15K	Hold	92	–	–	0.01%	205
2016 Q1	$16K	Sell	92 -9	-9%	-$1.34K	0.02%	199
2015 Q4	$18K	Buy	+101	New	+$15.7K	0.02%	174

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 $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MinichMacGregor Wealth Management's WHR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 42 shares — an estimated $5.96K sold.

MinichMacGregor Wealth Management first reported a position in WHR in Q4 2015 and held it in 13 quarters. The position peaked at $18K in Q4 2015. 624 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 42 Whirlpool shares in Q1 2023, an estimated $5.96K.
MinichMacGregor Wealth Management first reported a position in Whirlpool in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Whirlpool position peaked at $18K in Q4 2015.
624 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.