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Professional Financial Advisors’s Whirlpool WHR Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-169
Closed -$23K – 471
2022
Q3 		$23K Hold
169
– – 0.01% 213
2022
Q2 		$26K Hold
169
– – 0.01% 205
2022
Q1 		$29K Hold
169
– – 0.01% 200
2021
Q4 		$40K Hold
169
– – 0.02% 189
2021
Q3 		$34K Hold
169
– – 0.02% 167
2021
Q2 		$37K Hold
169
– – 0.02% 166
2021
Q1 		$37K Hold
169
– – 0.02% 148
2020
Q4 		$31K Hold
169
– – 0.02% 155
2020
Q3 		$31K Buy
+169
New +$28.1K 0.03% 137

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Professional Financial Advisors's WHR Position: Q4 2022 in Review

Professional Financial Advisors sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 169 shares — an estimated $23K sold.

Professional Financial Advisors first reported a position in WHR in Q3 2020 and held it in 9 quarters. The position peaked at $40K in Q4 2021. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Professional Financial Advisors reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 169 Whirlpool shares in Q4 2022, an estimated $23K.
  • Professional Financial Advisors first reported a position in Whirlpool in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Whirlpool position peaked at $40K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.