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Valeo Financial Advisors’s Whirlpool WHR Stock Holding History

Valeo Financial Advisors’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
-1,255
Closed -$217K – 657
2022
Q1 		$217K Sell
1,255
-482
-28% -$97.7K 0.01% 528
2021
Q4 		$408K Sell
1,737
-2,461
-59% -$540K 0.02% 356
2021
Q3 		$856K Buy
4,198
+1,173
+39% +$257K 0.05% 205
2021
Q2 		$660K Buy
3,025
+33
+1% +$7.69K 0.04% 217
2021
Q1 		$659K Buy
2,992
+2,492
+498% +$495K 0.03% 228
2020
Q4 		$90K Buy
500
+496
+12,400% +$95K ﹤0.01% 602
2020
Q3 		$1K Sell
4
-43
-91% -$7.14K ﹤0.01% 1544
2020
Q2 		$6K Buy
47
+39
+488% +$4.46K ﹤0.01% 1478
2020
Q1 		$1K Buy
+8
New +$1.05K ﹤0.01% 1736
2018
Q4 		– Sell
-50
Closed -$5K – 1747
2018
Q3 		$5K Sell
50
-251
-83% -$33.3K ﹤0.01% 1232
2018
Q2 		$38K Hold
301
– – 0.01% 610
2018
Q1 		$46K Sell
301
-750
-71% -$125K 0.01% 506
2017
Q4 		$177K Buy
1,051
+350
+50% +$59.3K 0.03% 257
2017
Q3 		$129K Buy
+701
New +$125K 0.03% 260

Other funds holding WHR

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BlackRock
BlackRock New York $5.7T 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