Modera Wealth Management’s Whirlpool WHR Stock Holding History

Modera 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
2022 Q1	–	Sell	-1,485	Closed	-$348K	–	595
2021 Q4	$348K	Buy	+1,485	New	+$326K	0.01%	363

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Modera Wealth Management's WHR Position: Q1 2022 in Review

Modera Wealth Management sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,485 shares — an estimated $348K sold.

Modera Wealth Management first reported a position in WHR in Q4 2021 and held it in 1 quarter. The position peaked at $348K in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

Modera Wealth Management reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,485 Whirlpool shares in Q1 2022, an estimated $348K.
Modera Wealth Management first reported a position in Whirlpool in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Whirlpool position peaked at $348K in Q4 2021.
671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.