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Tyler-Stone Wealth Management’s Whirlpool WHR Stock Holding History

Tyler-Stone 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
Q2 		– Sell
-150
Closed -$17.9K – 1012
2024
Q1 		$17.9K Hold
150
– – 0.01% 543
2023
Q4 		$18.3K Hold
150
– – 0.01% 522
2023
Q3 		$20K Hold
150
– – 0.01% 487
2023
Q2 		$22K Buy
+150
New +$20.6K 0.01% 475

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

Tyler-Stone Wealth Management's WHR Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 150 shares — an estimated $17.9K sold.

Tyler-Stone Wealth Management first reported a position in WHR in Q2 2023 and held it in 4 quarters. The position peaked at $22K in Q2 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 150 Whirlpool shares in Q2 2024, an estimated $17.9K.
  • Tyler-Stone Wealth Management first reported a position in Whirlpool in Q2 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Whirlpool position peaked at $22K in Q2 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.