VitalStone Financial’s Whirlpool WHR Stock Holding History

VitalStone Financial’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	-25	Closed	-$3K	–	596
2024 Q1	$3K	Buy	+25	New	+$2.79K	﹤0.01%	386

Other funds holding WHR

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VitalStone Financial's WHR Position: Q2 2024 in Review

VitalStone Financial sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 25 shares — an estimated $3K sold.

VitalStone Financial first reported a position in WHR in Q1 2024 and held it in 1 quarter. The position peaked at $3K in Q1 2024. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

VitalStone Financial reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
VitalStone Financial sold 25 Whirlpool shares in Q2 2024, an estimated $3K.
VitalStone Financial first reported a position in Whirlpool in Q1 2024 and held it in 1 quarter.
VitalStone Financial's Whirlpool position peaked at $3K in Q1 2024.
516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.