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Stratos Wealth Advisors’s Whirlpool WHR Stock Holding History

Stratos Wealth 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
-13,183
Closed -$1.96M – 719
2023
Q2 		$1.96M Buy
13,183
+638
+5% +$87.6K 0.14% 200
2023
Q1 		$1.66M Sell
12,545
-618
-5% -$88K 0.13% 212
2022
Q4 		$1.86M Buy
13,163
+758
+6% +$108K 0.16% 184
2022
Q3 		$1.67M Buy
12,405
+2,369
+24% +$377K 0.18% 168
2022
Q2 		$1.55M Buy
10,036
+2,082
+26% +$362K 0.14% 193
2022
Q1 		$1.37M Buy
7,954
+6,862
+628% +$1.39M 0.11% 219
2021
Q4 		$256K Buy
1,092
+6
+0.6% +$1.32K 0.02% 486
2021
Q3 		$222K Buy
+1,086
New +$238K 0.02% 474

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

Stratos Wealth Advisors's WHR Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 13,183 shares — an estimated $1.96M sold.

Stratos Wealth Advisors first reported a position in WHR in Q3 2021 and held it in 8 quarters. The position peaked at $1.96M in Q2 2023. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Stratos Wealth Advisors reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 13,183 Whirlpool shares in Q3 2023, an estimated $1.96M.
  • Stratos Wealth Advisors first reported a position in Whirlpool in Q3 2021 and held it in 8 quarters.
  • Stratos Wealth Advisors's Whirlpool position peaked at $1.96M in Q2 2023.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.