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Pathway Financial Advisers’s Whirlpool WHR Stock Holding History

Pathway Financial Advisers’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 		$25.7K Sell
195
-501
-72% -$71.4K 0.01% 281
2022
Q4 		$98.6K Buy
+696
New +$99K 0.04% 198

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

Pathway Financial Advisers's WHR Position: Q1 2023 in Review

Pathway Financial Advisers reduced its Whirlpool (WHR) stake by 72% in Q1 2023, selling an estimated $71.4K and leaving 195 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Pathway Financial Advisers first reported a position in WHR in Q4 2022 and has held it in 2 quarters since. The position peaked at $98.6K in Q4 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Pathway Financial Advisers held 195 shares of Whirlpool worth $25.7K as of Q1 2023.
  • Pathway Financial Advisers sold 501 Whirlpool shares in Q1 2023, an estimated $71.4K.
  • Whirlpool made up 0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #281 holding.
  • Pathway Financial Advisers first reported a position in Whirlpool in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's Whirlpool position peaked at $98.6K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.