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Planning Capital Management Corporation’s Whirlpool WHR Stock Holding History

Planning Capital Management Corporation’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 		– Sell
-6
Closed -$614 – 917
2024
Q2 		$614 Hold
6
– – ﹤0.01% 617
2024
Q1 		$718 Hold
6
– – ﹤0.01% 626
2023
Q4 		$731 Buy
+6
New +$699 ﹤0.01% 615

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planning Capital Management Corporation's WHR Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 6 shares — an estimated $614 sold.

Planning Capital Management Corporation first reported a position in WHR in Q4 2023 and held it in 3 quarters. The position peaked at $731 in Q4 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 6 Whirlpool shares in Q3 2024, an estimated $614.
  • Planning Capital Management Corporation first reported a position in Whirlpool in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Whirlpool position peaked at $731 in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.