Moisand Fitzgerald Tamayo’s Whirlpool WHR Stock Holding History

Moisand Fitzgerald Tamayo’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	-6	Closed	-$803	–	821
2023 Q3	$803	Hold	6	–	–	﹤0.01%	693
2023 Q2	$893	Hold	6	–	–	﹤0.01%	671
2023 Q1	$793	Hold	6	–	–	﹤0.01%	720
2022 Q4	$849	Hold	6	–	–	﹤0.01%	691
2022 Q3	$1K	Buy	+6	New	+$955	﹤0.01%	668

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WHR Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 6 shares — an estimated $803 sold.

Moisand Fitzgerald Tamayo first reported a position in WHR in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 6 Whirlpool shares in Q4 2023, an estimated $803.
Moisand Fitzgerald Tamayo first reported a position in Whirlpool in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Whirlpool position peaked at $1K in Q3 2022.
585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.