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PFG Private Wealth Management’s Whirlpool WHR Stock Holding History

PFG Private Wealth Management’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
Q3 		– Sell
-324
Closed -$48.2K – 327
2023
Q2 		$48.2K Hold
324
– – 0.03% 150
2023
Q1 		$42.8K Hold
324
– – 0.03% 154
2022
Q4 		$46K Hold
324
– – 0.03% 145
2022
Q3 		$44K Hold
324
– – 0.03% 143
2022
Q2 		$50K Hold
324
– – 0.03% 150
2022
Q1 		$56K Hold
324
– – 0.03% 150
2021
Q4 		$76K Hold
324
– – 0.04% 145
2021
Q3 		$66K Buy
+324
New +$71.1K 0.04% 137

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

PFG Private Wealth Management's WHR Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 324 shares — an estimated $48.2K sold.

PFG Private Wealth Management first reported a position in WHR in Q3 2021 and held it in 8 quarters. The position peaked at $76K in Q4 2021. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • PFG Private Wealth Management reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 324 Whirlpool shares in Q3 2023, an estimated $48.2K.
  • PFG Private Wealth Management first reported a position in Whirlpool in Q3 2021 and held it in 8 quarters.
  • PFG Private Wealth Management's Whirlpool position peaked at $76K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.