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Peterson Financial Group’s Whirlpool WHR Stock Holding History

Peterson Financial Group’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
2024
Q3 		$218 Buy
+2
New +$201 ﹤0.01% 422

Other funds holding WHR

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Vanguard Group
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peterson Financial Group's WHR Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Whirlpool (WHR) in Q3 2024: 2 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Peterson Financial Group held 2 shares of Whirlpool worth $218 as of Q3 2024.
  • Whirlpool was a new Peterson Financial Group position in Q3 2024.
  • Whirlpool made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #422 holding.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.