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Money Concepts Capital’s Whirlpool WHR Stock Holding History

Money Concepts Capital’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
-49
Closed -$6.93K – 2904
2022
Q4 		$6.93K Buy
49
+24
+96% +$3.41K ﹤0.01% 2199
2022
Q3 		$3K Hold
25
– – ﹤0.01% 1347
2022
Q2 		$4K Sell
25
-5
-17% -$869 ﹤0.01% 1240
2022
Q1 		$5K Buy
+30
New +$6.08K ﹤0.01% 2223

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Money Concepts Capital's WHR Position: Q1 2023 in Review

Money Concepts Capital sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 49 shares — an estimated $6.93K sold.

Money Concepts Capital first reported a position in WHR in Q1 2022 and held it in 4 quarters. The position peaked at $6.93K in Q4 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Money Concepts Capital reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 49 Whirlpool shares in Q1 2023, an estimated $6.93K.
  • Money Concepts Capital first reported a position in Whirlpool in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Whirlpool position peaked at $6.93K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.