Selective Wealth Management’s Whirlpool WHR Stock Holding History

Selective 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
2022 Q4	–	Sell	-23	Closed	-$3K	–	732
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	652
2022 Q2	$4K	Hold	23	–	–	﹤0.01%	660
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	624
2021 Q4	$5K	Hold	23	–	–	﹤0.01%	558
2021 Q3	$5K	Hold	23	–	–	﹤0.01%	501
2021 Q2	$5K	Buy	+23	New	+$5.36K	﹤0.01%	413
2020 Q3	–	Sell	-31	Closed	-$4K	–	419
2020 Q2	$4K	Hold	31	–	–	﹤0.01%	331
2020 Q1	$3K	Hold	31	–	–	﹤0.01%	259
2019 Q4	$5K	Hold	31	–	–	0.01%	228
2019 Q3	$5K	Buy	+31	New	+$4.45K	0.01%	228

Other funds holding WHR

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's WHR Position: Q4 2022 in Review

Selective Wealth Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 23 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in WHR in Q3 2019 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

Selective Wealth Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 23 Whirlpool shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in Whirlpool in Q3 2019 and held it in 10 quarters.
Selective Wealth Management's Whirlpool position peaked at $5K in Q4 2021.
617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.