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Precision Wealth Strategies’s Whirlpool WHR Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-3,702
Closed -$605K – 155
2022
Q2 		$605K Sell
3,702
-412
-10% -$71.6K 0.48% 40
2022
Q1 		$711K Sell
4,114
-560
-12% -$114K 0.42% 46
2021
Q4 		$1.1M Buy
4,674
+693
+17% +$152K 0.79% 25
2021
Q3 		$812K Buy
3,981
+2,230
+127% +$489K 0.63% 26
2021
Q2 		$382K Buy
1,751
+385
+28% +$89.7K 0.33% 59
2021
Q1 		$301K Buy
+1,366
New +$271K 0.29% 54

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Precision Wealth Strategies's WHR Position: Q3 2022 in Review

Precision Wealth Strategies sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 3,702 shares — an estimated $605K sold.

Precision Wealth Strategies first reported a position in WHR in Q1 2021 and held it in 6 quarters. The position peaked at $1.1M in Q4 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Precision Wealth Strategies reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,702 Whirlpool shares in Q3 2022, an estimated $605K.
  • Precision Wealth Strategies first reported a position in Whirlpool in Q1 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's Whirlpool position peaked at $1.1M in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.