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Prospera Financial Services’s Whirlpool WHR Stock Holding History

Prospera Financial Services’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
-11
Closed -$2K – 1586
2022
Q2 		$2K Sell
11
-486
-98% -$84.5K ﹤0.01% 1572
2022
Q1 		$86K Buy
+497
New +$101K ﹤0.01% 1163
2020
Q4 		– Sell
-202
Closed -$37K – 1579
2020
Q3 		$37K Buy
+202
New +$33.6K 0.01% 722

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

Prospera Financial Services's WHR Position: Q3 2022 in Review

Prospera Financial Services sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 11 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in WHR in Q3 2020 and held it in 3 quarters. The position peaked at $86K in Q1 2022. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Prospera Financial Services reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 11 Whirlpool shares in Q3 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in Whirlpool in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Whirlpool position peaked at $86K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.