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SYSTM Wealth Solutions’s Whirlpool WHR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-3,405
Closed -$407K – 969
2024
Q1 		$407K Sell
3,405
-752
-18% -$83.8K 0.05% 305
2023
Q4 		$506K Sell
4,157
-60
-1% -$6.99K 0.07% 271
2023
Q3 		$564K Buy
4,217
+277
+7% +$39.1K 0.09% 268
2023
Q2 		$586K Buy
3,940
+21
+0.5% +$2.88K 0.08% 292
2023
Q1 		$517K Buy
3,919
+141
+4% +$20.1K 0.08% 292
2022
Q4 		$534K Buy
+3,778
New +$537K 0.07% 330

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SYSTM Wealth Solutions's WHR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 3,405 shares — an estimated $407K sold.

SYSTM Wealth Solutions first reported a position in WHR in Q4 2022 and held it in 6 quarters. The position peaked at $586K in Q2 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,405 Whirlpool shares in Q2 2024, an estimated $407K.
  • SYSTM Wealth Solutions first reported a position in Whirlpool in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Whirlpool position peaked at $586K in Q2 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.