Stratos Wealth Partners’s Whirlpool WHR Stock Holding History

Stratos Wealth Partners’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	-3,387	Closed	-$457K	–	1188
2022 Q3	$457K	Buy	3,387 +22	+0.7%	+$3.5K	0.01%	721
2022 Q2	$521K	Sell	3,365 -104	-3%	-$18.1K	0.01%	714
2022 Q1	$600K	Buy	+3,469	New	+$703K	0.01%	746
2021 Q3	–	Sell	-1,812	Closed	-$395K	–	1248
2021 Q2	$395K	Buy	+1,812	New	+$422K	0.01%	853
2018 Q4	–	Sell	-975	Closed	-$116K	–	2501
2018 Q3	$116K	Buy	+975	New	+$129K	0.01%	1060
2018 Q2	–	Sell	-1,326	Closed	-$203K	–	2586
2018 Q1	$203K	Buy	1,326 +491	+59%	+$82K	0.01%	890
2017 Q4	$141K	Buy	+835	New	+$141K	0.01%	1020
2016 Q3	–	Sell	-1,943	Closed	-$324K	–	724
2016 Q2	$324K	Buy	1,943 +277	+17%	+$48.9K	0.02%	431
2016 Q1	$300K	Buy	1,666 +44	+3%	+$6.56K	0.03%	416
2015 Q4	$238K	Sell	1,622 -958	-37%	-$149K	0.02%	482
2015 Q3	$380K	Buy	+2,580	New	+$437K	0.05%	318
2015 Q2	–	Sell	-3,060	Closed	-$616K	–	619
2015 Q1	$616K	Buy	3,060 +1,573	+106%	+$319K	0.07%	249
2014 Q4	$288K	Buy	+1,487	New	+$255K	0.05%	363

Other funds holding WHR

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

Primecap Management

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

BlackRock New York $5.7T 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

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

Boston Partners

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 $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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