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B. Riley Wealth Management’s Whirlpool WHR Stock Holding History

B. Riley Wealth 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
Q2 		$452 Buy
2,917
+327
+13% +$56.9K ﹤0.01% 433
2022
Q1 		$448K Buy
2,590
+220
+9% +$44.6K 0.03% 353
2021
Q4 		$556K Sell
2,370
-470
-17% -$103K 0.04% 322
2021
Q3 		$579K Buy
+2,840
New +$623K 0.04% 302

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

B. Riley Wealth Management's WHR Position: Q2 2022 in Review

B. Riley Wealth Management increased its Whirlpool (WHR) stake by 13% in Q2 2022, buying an estimated $56.9K and bringing the position to 2,917 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #433.

B. Riley Wealth Management first reported a position in WHR in Q3 2021 and has held it in 4 quarters since. The position peaked at $579K in Q3 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • B. Riley Wealth Management held 2,917 shares of Whirlpool worth $452 as of Q2 2022.
  • B. Riley Wealth Management bought 327 Whirlpool shares in Q2 2022, an estimated $56.9K.
  • Whirlpool made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #433 holding.
  • B. Riley Wealth Management first reported a position in Whirlpool in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Whirlpool position peaked at $579K in Q3 2021.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.