Patriot Financial Group Insurance Agency’s Whirlpool WHR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-191	Closed	-$30K	–	1941
2022 Q2	$30K	Hold	191	–	–	0.01%	896
2022 Q1	$33K	Sell	191 -7	-4%	-$1.42K	0.01%	908
2021 Q4	$46K	Hold	198	–	–	0.01%	902
2021 Q3	$40K	Buy	198 +23	+13%	+$5.04K	0.01%	949
2021 Q2	$38K	Hold	175	–	–	0.01%	938
2021 Q1	$39K	Sell	175 -68	-28%	-$13.5K	0.01%	860
2020 Q4	$44K	Hold	243	–	–	0.01%	730
2020 Q3	$45K	Hold	243	–	–	0.01%	567
2020 Q2	$31K	Buy	243 +75	+45%	+$8.58K	0.01%	631
2020 Q1	$14K	Buy	168 +139	+479%	+$18.3K	0.01%	766
2019 Q4	$4K	Sell	29 -55	-65%	-$8.3K	﹤0.01%	1021
2019 Q3	$13K	Hold	84	–	–	0.01%	758
2019 Q2	$12K	Hold	84	–	–	0.01%	772
2019 Q1	$11K	Hold	84	–	–	0.01%	689
2018 Q4	$9K	Buy	84 +55	+190%	+$6.24K	0.01%	643
2018 Q3	$3K	Buy	+29	New	+$3.84K	﹤0.01%	828

Other funds holding WHR

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

LAM

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

Patriot Financial Group Insurance Agency's WHR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 191 shares — an estimated $30K sold.

Patriot Financial Group Insurance Agency first reported a position in WHR in Q3 2018 and held it in 16 quarters. The position peaked at $46K in Q4 2021. 632 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 191 Whirlpool shares in Q3 2022, an estimated $30K.
Patriot Financial Group Insurance Agency first reported a position in Whirlpool in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Whirlpool position peaked at $46K in Q4 2021.
632 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.