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Wilbanks Smith & Thomas Asset Management’s Whirlpool WHR Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2022
Q1 		– Sell
-1,164
Closed -$273K – 542
2021
Q4 		$273K Hold
1,164
– – 0.01% 438
2021
Q3 		$237K Buy
+1,164
New +$255K 0.01% 445

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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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's WHR Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,164 shares — an estimated $273K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WHR in Q3 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,164 Whirlpool shares in Q1 2022, an estimated $273K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Whirlpool in Q3 2021 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's Whirlpool position peaked at $273K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.