Total Clarity Wealth Management’s Whirlpool WHR Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-3,506	Closed	-$358K	–	293
2024 Q2	$358K	Sell	3,506 -3,148	-47%	-$307K	0.12%	167
2024 Q1	$796K	Sell	6,654 -550	-8%	-$61.3K	0.28%	101
2023 Q4	$877K	Buy	7,204 +3,242	+82%	+$378K	0.36%	84
2023 Q3	$530K	Buy	3,962 +187	+5%	+$26.4K	0.26%	105
2023 Q2	$562K	Sell	3,775 -89	-2%	-$12.2K	0.28%	91
2023 Q1	$510K	Buy	+3,864	New	+$550K	0.28%	87
2022 Q3	–	Sell	-214	Closed	-$33K	–	974
2022 Q2	$33K	Buy	+214	New	+$37.2K	0.02%	481
2022 Q1	–	Sell	-200	Closed	-$47K	–	913
2021 Q4	$47K	Hold	200	–	–	0.02%	419
2021 Q3	$41K	Buy	+200	New	+$43.9K	0.02%	436
2021 Q2	–	Sell	-200	Closed	-$44K	–	747
2021 Q1	$44K	Buy	+200	New	+$39.7K	0.03%	362
2020 Q1	–	Sell	-200	Closed	-$30K	–	627
2019 Q4	$30K	Buy	+200	New	+$30.2K	0.02%	342

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Clarity Wealth Management's WHR Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 3,506 shares — an estimated $358K sold.

Total Clarity Wealth Management first reported a position in WHR in Q4 2019 and held it in 11 quarters. The position peaked at $877K in Q4 2023. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

Total Clarity Wealth Management reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 3,506 Whirlpool shares in Q3 2024, an estimated $358K.
Total Clarity Wealth Management first reported a position in Whirlpool in Q4 2019 and held it in 11 quarters.
Total Clarity Wealth Management's Whirlpool position peaked at $877K in Q4 2023.
530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.