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	–	1716
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	–	1195
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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's WHR Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 6 shares — an estimated $809 sold.

Sutton Wealth Advisors first reported a position in WHR in Q1 2016 and held it in 21 quarters. The position peaked at $15.1K in Q2 2017. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

Sutton Wealth Advisors reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Whirlpool shares in Q4 2022, an estimated $809.
Sutton Wealth Advisors first reported a position in Whirlpool in Q1 2016 and held it in 21 quarters.
Sutton Wealth Advisors's Whirlpool position peaked at $15.1K in Q2 2017.
616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.