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Virtus Family Office’s Whirlpool WHR Stock Holding History

Virtus Family Office’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
2023
Q2 		– Sell
-8,462
Closed -$1.12M – 53
2023
Q1 		$1.12M Buy
8,462
+35
+0.4% +$4.99K 2.21% 20
2022
Q4 		$1.19M Buy
8,427
+2,526
+43% +$359K 2.66% 19
2022
Q3 		$796K Buy
+5,901
New +$939K 2.03% 26

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virtus Family Office's WHR Position: Q2 2023 in Review

Virtus Family Office sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 8,462 shares — an estimated $1.12M sold.

Virtus Family Office first reported a position in WHR in Q3 2022 and held it in 3 quarters. The position peaked at $1.19M in Q4 2022. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Virtus Family Office reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Virtus Family Office sold 8,462 Whirlpool shares in Q2 2023, an estimated $1.12M.
  • Virtus Family Office first reported a position in Whirlpool in Q3 2022 and held it in 3 quarters.
  • Virtus Family Office's Whirlpool position peaked at $1.19M in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Virtus Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.