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Schechter Investment Advisors’s Whirlpool WHR Stock Holding History

Schechter Investment 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
2023
Q4 		– Sell
-1,628
Closed -$218K – 680
2023
Q3 		$218K Buy
+1,628
New +$230K 0.02% 525

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's WHR Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,628 shares — an estimated $218K sold.

Schechter Investment Advisors first reported a position in WHR in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,628 Whirlpool shares in Q4 2023, an estimated $218K.
  • Schechter Investment Advisors first reported a position in Whirlpool in Q3 2023 and held it in 1 quarter.
  • Schechter Investment Advisors's Whirlpool position peaked at $218K in Q3 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.