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Wahed Invest’s Whirlpool WHR Stock Holding History

Wahed Invest’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
-684
Closed -$90.3K – 243
2023
Q1 		$90.3K Sell
684
-8
-1% -$1.14K 0.04% 219
2022
Q4 		$97.9K Buy
692
+90
+15% +$12.8K 0.05% 212
2022
Q3 		$81K Buy
602
+15
+3% +$2.39K 0.05% 217
2022
Q2 		$91K Buy
+587
New +$102K 0.06% 210
2022
Q1 		– Sell
-710
Closed -$167K – 235
2021
Q4 		$167K Buy
+710
New +$156K 0.09% 181

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

Wahed Invest's WHR Position: Q2 2023 in Review

Wahed Invest sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 684 shares — an estimated $90.3K sold.

Wahed Invest first reported a position in WHR in Q4 2021 and held it in 5 quarters. The position peaked at $167K in Q4 2021. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Wahed Invest reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Wahed Invest sold 684 Whirlpool shares in Q2 2023, an estimated $90.3K.
  • Wahed Invest first reported a position in Whirlpool in Q4 2021 and held it in 5 quarters.
  • Wahed Invest's Whirlpool position peaked at $167K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Wahed Invest's 13F filing for Q2 2023, filed 14 Aug 2023.