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Transform Wealth’s Whirlpool WHR Stock Holding History

Transform Wealth’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
Q3 		– Sell
-9,719
Closed -$1.5M – 209
2022
Q2 		$1.5M Sell
9,719
-24
-0.2% -$4.17K 0.22% 84
2022
Q1 		$1.68M Sell
9,743
-205
-2% -$41.5K 0.19% 93
2021
Q4 		$2.33M Sell
9,948
-93
-0.9% -$20.4K 0.24% 80
2021
Q3 		$2.05M Sell
10,041
-3,445
-26% -$756K 0.23% 89
2021
Q2 		$2.94M Buy
13,486
+10,194
+310% +$2.37M 0.36% 80
2021
Q1 		$725K Sell
3,292
-377
-10% -$74.8K 0.15% 120
2020
Q4 		$662K Sell
3,669
-11,106
-75% -$2.13M 0.14% 126
2020
Q3 		$2.72M Sell
14,775
-639
-4% -$106K 0.44% 71
2020
Q2 		$2M Buy
+15,414
New +$1.76M 0.34% 75

Other funds holding WHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Transform Wealth's WHR Position: Q3 2022 in Review

Transform Wealth sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 9,719 shares — an estimated $1.5M sold.

Transform Wealth first reported a position in WHR in Q2 2020 and held it in 9 quarters. The position peaked at $2.94M in Q2 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Transform Wealth reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Transform Wealth sold 9,719 Whirlpool shares in Q3 2022, an estimated $1.5M.
  • Transform Wealth first reported a position in Whirlpool in Q2 2020 and held it in 9 quarters.
  • Transform Wealth's Whirlpool position peaked at $2.94M in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.