Sutton Wealth Advisors’s Whirlpool WHR Stock Holding History

Sutton 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
2022 Q4	–	Sell	-6	Closed	-$809	–	1739
2022 Q3	$809	Hold	6	–	–	﹤0.01%	1351
2022 Q2	$929	Hold	6	–	–	﹤0.01%	1302
2022 Q1	$1.04K	Sell	6 -6	-50%	-$1.22K	﹤0.01%	1333
2021 Q4	$2.82K	Buy	12 +6	+100%	+$1.32K	﹤0.01%	1154
2021 Q3	$1.22K	Hold	6	–	–	﹤0.01%	1228
2021 Q2	$1.31K	Hold	6	–	–	﹤0.01%	1205
2021 Q1	$1.32K	Hold	6	–	–	﹤0.01%	1180
2020 Q4	$1.08K	Buy	6 +3	+100%	+$575	﹤0.01%	1176
2020 Q3	$552	Hold	3	–	–	﹤0.01%	1171
2020 Q2	$389	Buy	+3	New	+$343	﹤0.01%	1176
2018 Q4	–	Sell	-3	Closed	-$356	–	1200
2018 Q3	$356	Sell	3 -76	-96%	-$10.1K	﹤0.01%	1106
2018 Q2	$11.6K	Hold	79	–	–	0.01%	799
2018 Q1	$12.1K	Hold	79	–	–	0.01%	760
2017 Q4	$13.3K	Hold	79	–	–	0.01%	701
2017 Q3	$14.6K	Hold	79	–	–	0.01%	648
2017 Q2	$15.1K	Hold	79	–	–	0.01%	630
2017 Q1	$13.5K	Hold	79	–	–	0.01%	637
2016 Q4	$14.4K	Hold	79	–	–	0.01%	597
2016 Q3	$12.8K	Hold	79	–	–	0.01%	592
2016 Q2	$13.2K	Hold	79	–	–	0.01%	560
2016 Q1	$14.2K	Buy	+79	New	+$11.8K	0.01%	526

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