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SkyView Investment Advisors’s Whirlpool WHR Stock Holding History

SkyView 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
Q3 		– Sell
-4
Closed -$1K – 763
2023
Q2 		$1K Buy
4
+2
+100% +$275 ﹤0.01% 739
2023
Q1 		$0 Buy
+2
New +$285 ﹤0.01% 793

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

SkyView Investment Advisors's WHR Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

SkyView Investment Advisors first reported a position in WHR in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2023. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • SkyView Investment Advisors reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 4 Whirlpool shares in Q3 2023, an estimated $1K.
  • SkyView Investment Advisors first reported a position in Whirlpool in Q1 2023 and held it in 2 quarters.
  • SkyView Investment Advisors's Whirlpool position peaked at $1K in Q2 2023.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.