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TCWP’s Whirlpool WHR Stock Holding History

TCWP’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
Q2 		– Sell
-68
Closed -$11K – 1750
2022
Q1 		$11K Buy
+68
New +$13.8K ﹤0.01% 867

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCWP's WHR Position: Q2 2022 in Review

TCWP sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 68 shares — an estimated $11K sold.

TCWP first reported a position in WHR in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • TCWP reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 68 Whirlpool shares in Q2 2022, an estimated $11K.
  • TCWP first reported a position in Whirlpool in Q1 2022 and held it in 1 quarter.
  • TCWP's Whirlpool position peaked at $11K in Q1 2022.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.