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Wipfli Financial Advisors’s Whirlpool WHR Stock Holding History

Wipfli Financial Advisors’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
Q3 		$60K Buy
+443
New +$70.5K ﹤0.01% 993

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wipfli Financial Advisors's WHR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Whirlpool (WHR) in Q3 2022: 443 shares worth $60K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Wipfli Financial Advisors held 443 shares of Whirlpool worth $60K as of Q3 2022.
  • Whirlpool was a new Wipfli Financial Advisors position in Q3 2022.
  • Whirlpool made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #993 holding.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.