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Personal CFO Solutions’s Whirlpool WHR Stock Holding History

Personal CFO Solutions’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
-3,908
Closed -$523K – 550
2023
Q3 		$523K Sell
3,908
-591
-13% -$83.5K 0.1% 189
2023
Q2 		$669K Buy
4,499
+136
+3% +$18.7K 0.14% 148
2023
Q1 		$576K Sell
4,363
-100
-2% -$14.2K 0.12% 165
2022
Q4 		$631K Buy
4,463
+2,004
+81% +$285K 0.13% 154
2022
Q3 		$331K Buy
2,459
+644
+35% +$103K 0.08% 236
2022
Q2 		$281K Sell
1,815
-586
-24% -$102K 0.07% 285
2022
Q1 		$415K Buy
2,401
+49
+2% +$9.93K 0.08% 235
2021
Q4 		$552K Sell
2,352
-267
-10% -$58.6K 0.1% 185
2021
Q3 		$534K Sell
2,619
-47
-2% -$10.3K 0.11% 180
2021
Q2 		$581K Buy
2,666
+149
+6% +$34.7K 0.12% 169
2021
Q1 		$555K Buy
2,517
+181
+8% +$35.9K 0.12% 154
2020
Q4 		$422K Buy
+2,336
New +$447K 0.1% 192

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's WHR Position: Q4 2023 in Review

Personal CFO Solutions sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 3,908 shares — an estimated $523K sold.

Personal CFO Solutions first reported a position in WHR in Q4 2020 and held it in 12 quarters. The position peaked at $669K in Q2 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Personal CFO Solutions reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 3,908 Whirlpool shares in Q4 2023, an estimated $523K.
  • Personal CFO Solutions first reported a position in Whirlpool in Q4 2020 and held it in 12 quarters.
  • Personal CFO Solutions's Whirlpool position peaked at $669K in Q2 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.