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Polaris Wealth Advisory Group’s Whirlpool WHR Stock Holding History

Polaris Wealth Advisory 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
2022
Q1 		– Sell
-3,369
Closed -$791K – 203
2021
Q4 		$791K Buy
+3,369
New +$740K 0.05% 111
2020
Q1 		– Sell
-47,507
Closed -$7.32M – 183
2019
Q4 		$7.32M Buy
+47,507
New +$7.17M 0.49% 55

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Polaris Wealth Advisory Group's WHR Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 3,369 shares — an estimated $791K sold.

Polaris Wealth Advisory Group first reported a position in WHR in Q4 2019 and held it in 2 quarters. The position peaked at $7.32M in Q4 2019. 673 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3,369 Whirlpool shares in Q1 2022, an estimated $791K.
  • Polaris Wealth Advisory Group first reported a position in Whirlpool in Q4 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Whirlpool position peaked at $7.32M in Q4 2019.
  • 673 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.