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Valley National Advisers’s Whirlpool WHR Stock Holding History

Valley National Advisers’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
-80
Closed -$9K – 1282
2024
Q1 		$9K Buy
80
+60
+300% +$6.69K ﹤0.01% 681
2023
Q4 		$2K Sell
20
-36
-64% -$4.19K ﹤0.01% 1001
2023
Q3 		$7K Buy
56
+41
+273% +$5.79K ﹤0.01% 670
2023
Q2 		$3K Buy
+15
New +$2.06K ﹤0.01% 757

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

Valley National Advisers's WHR Position: Q2 2024 in Review

Valley National Advisers sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 80 shares — an estimated $9K sold.

Valley National Advisers first reported a position in WHR in Q2 2023 and held it in 4 quarters. The position peaked at $9K in Q1 2024. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Valley National Advisers reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 80 Whirlpool shares in Q2 2024, an estimated $9K.
  • Valley National Advisers first reported a position in Whirlpool in Q2 2023 and held it in 4 quarters.
  • Valley National Advisers's Whirlpool position peaked at $9K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.