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Riverview Trust Company’s Whirlpool WHR Stock Holding History

Riverview Trust Company’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
2023
Q2 		– Sell
-88
Closed -$11.6K – 761
2023
Q1 		$11.6K Hold
88
– – 0.01% 645
2022
Q4 		$12K Buy
+88
New +$12.5K 0.01% 644
2022
Q2 		– Sell
-71
Closed -$12K – 874
2022
Q1 		$12K Buy
+71
New +$14.4K 0.01% 700

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverview Trust Company's WHR Position: Q2 2023 in Review

Riverview Trust Company sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 88 shares — an estimated $11.6K sold.

Riverview Trust Company first reported a position in WHR in Q1 2022 and held it in 3 quarters. The position peaked at $12K in Q4 2022. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Riverview Trust Company reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 88 Whirlpool shares in Q2 2023, an estimated $11.6K.
  • Riverview Trust Company first reported a position in Whirlpool in Q1 2022 and held it in 3 quarters.
  • Riverview Trust Company's Whirlpool position peaked at $12K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.