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
2021 Q3	–	Sell	-200	Closed	-$44K	–	627
2021 Q2	$44K	Buy	+200	New	+$46.6K	﹤0.01%	493

Other funds holding WHR

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Valeo Financial Advisors's WHR Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 1,255 shares — an estimated $217K sold.

Valeo Financial Advisors first reported a position in WHR in Q3 2017 and held it in 14 quarters. The position peaked at $856K in Q3 2021. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Valeo Financial Advisors reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 1,255 Whirlpool shares in Q2 2022, an estimated $217K.
Valeo Financial Advisors first reported a position in Whirlpool in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's Whirlpool position peaked at $856K in Q3 2021.
649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.