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SteelPeak Wealth’s Whirlpool WHR Stock Holding History

SteelPeak Wealth’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
-1,571
Closed -$234K – 519
2023
Q2 		$234K Buy
+1,571
New +$216K 0.01% 374
2022
Q4 		– Sell
-2,000
Closed -$270K – 478
2022
Q3 		$270K Sell
2,000
-640
-24% -$102K 0.02% 335
2022
Q2 		$409K Buy
2,640
+1,140
+76% +$198K 0.03% 280
2022
Q1 		$259K Buy
+1,500
New +$304K 0.01% 368
2021
Q2 		– Sell
-3,119
Closed -$687K – 470
2021
Q1 		$687K Buy
+3,119
New +$619K 0.05% 193

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

SteelPeak Wealth's WHR Position: Q3 2023 in Review

SteelPeak Wealth sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 1,571 shares — an estimated $234K sold.

SteelPeak Wealth first reported a position in WHR in Q1 2021 and held it in 5 quarters. The position peaked at $687K in Q1 2021. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • SteelPeak Wealth reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 1,571 Whirlpool shares in Q3 2023, an estimated $234K.
  • SteelPeak Wealth first reported a position in Whirlpool in Q1 2021 and held it in 5 quarters.
  • SteelPeak Wealth's Whirlpool position peaked at $687K in Q1 2021.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.