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Register Financial Advisors’s Whirlpool WHR Stock Holding History

Register 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
2024
Q3 		– Sell
-1,143
Closed -$117K – 698
2024
Q2 		$117K Buy
1,143
+1,081
+1,744% +$105K 0.06% 236
2024
Q1 		$7.37K Buy
+62
New +$6.91K ﹤0.01% 581
2023
Q4 		– Sell
-60
Closed -$7.99K – 620
2023
Q3 		$7.99K Buy
60
+1
+2% +$141 0.01% 431
2023
Q2 		$8.77K Sell
59
-74
-56% -$10.2K 0.01% 418
2023
Q1 		$17.6K Sell
133
-39
-23% -$5.55K 0.01% 350
2022
Q4 		$24.4K Buy
+172
New +$24.5K 0.02% 490

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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

Register Financial Advisors's WHR Position: Q3 2024 in Review

Register Financial Advisors sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 1,143 shares — an estimated $117K sold.

Register Financial Advisors first reported a position in WHR in Q4 2022 and held it in 6 quarters. The position peaked at $117K in Q2 2024. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Register Financial Advisors reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 1,143 Whirlpool shares in Q3 2024, an estimated $117K.
  • Register Financial Advisors first reported a position in Whirlpool in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Whirlpool position peaked at $117K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.