Wealthfront Advisers
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Wealthfront Advisers’s Whirlpool WHR Stock Holding History

Wealthfront 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
2023
Q4 		– Sell
-2,674
Closed -$358K – 875
2023
Q3 		$358K Sell
2,674
-120
-4% -$16.9K ﹤0.01% 747
2023
Q2 		$416K Sell
2,794
-26,047
-90% -$3.58M ﹤0.01% 718
2023
Q1 		$3.81M Buy
28,841
+14,561
+102% +$2.07M 0.02% 259
2022
Q4 		$2.02M Sell
14,280
-3,171
-18% -$451K 0.01% 400
2022
Q3 		$2.35M Buy
17,451
+3,106
+22% +$494K 0.01% 332
2022
Q2 		$2.22M Buy
14,345
+3,579
+33% +$622K 0.01% 355
2022
Q1 		$1.86M Buy
10,766
+8,869
+468% +$1.8M 0.01% 414
2021
Q4 		$445K Buy
1,897
+156
+9% +$34.3K ﹤0.01% 616
2021
Q3 		$355K Buy
1,741
+149
+9% +$32.7K ﹤0.01% 599
2021
Q2 		$347K Sell
1,592
-50
-3% -$11.6K ﹤0.01% 562
2021
Q1 		$362K Buy
1,642
+61
+4% +$12.1K ﹤0.01% 490
2020
Q4 		$285K Sell
1,581
-28
-2% -$5.36K ﹤0.01% 496
2020
Q3 		$296K Buy
+1,609
New +$267K ﹤0.01% 465
2020
Q1 		– Sell
-1,597
Closed -$236K – 498
2019
Q4 		$236K Buy
+1,597
New +$241K ﹤0.01% 474

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront Advisers's WHR Position: Q4 2023 in Review

Wealthfront Advisers sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 2,674 shares — an estimated $358K sold.

Wealthfront Advisers first reported a position in WHR in Q4 2019 and held it in 14 quarters. The position peaked at $3.81M in Q1 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Wealthfront Advisers reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 2,674 Whirlpool shares in Q4 2023, an estimated $358K.
  • Wealthfront Advisers first reported a position in Whirlpool in Q4 2019 and held it in 14 quarters.
  • Wealthfront Advisers's Whirlpool position peaked at $3.81M in Q1 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Wealthfront Advisers's 13F filing for Q4 2023, filed 9 Feb 2024.