SWM
WHR icon

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 – 1843
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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