SeaCrest Wealth Management’s Whirlpool WHR Stock Holding History

SeaCrest Wealth Management’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	-1,710	Closed	-$229K	–	663
2023 Q3	$229K	Buy	1,710 +3	+0.2%	+$424	0.03%	525
2023 Q2	$254K	Buy	+1,707	New	+$234K	0.03%	509
2022 Q3	–	Sell	-460	Closed	-$71K	–	1533
2022 Q2	$71K	Buy	+460	New	+$80K	0.01%	989
2019 Q2	–	Sell	-818	Closed	-$109K	–	1840
2019 Q1	$109K	Sell	818 -560	-41%	-$74K	0.02%	661
2018 Q4	$147K	Buy	1,378 +400	+41%	+$45.4K	0.03%	525
2018 Q3	$116K	Sell	978 -2,187	-69%	-$290K	0.02%	692
2018 Q2	$463K	Sell	3,165 -117	-4%	-$17.8K	0.08%	264
2018 Q1	$503K	Sell	3,282 -182	-5%	-$30.4K	0.09%	239
2017 Q4	$584K	Buy	+3,464	New	+$587K	0.11%	204

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

SeaCrest Wealth Management's WHR Position: Q4 2023 in Review

SeaCrest Wealth Management sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,710 shares — an estimated $229K sold.

SeaCrest Wealth Management first reported a position in WHR in Q4 2017 and held it in 9 quarters. The position peaked at $584K in Q4 2017. 587 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

SeaCrest Wealth Management reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 1,710 Whirlpool shares in Q4 2023, an estimated $229K.
SeaCrest Wealth Management first reported a position in Whirlpool in Q4 2017 and held it in 9 quarters.
SeaCrest Wealth Management's Whirlpool position peaked at $584K in Q4 2017.
587 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on SeaCrest Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.