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Bell Investment Advisors’s Whirlpool WHR Stock Holding History

Bell Investment 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
2024
Q4 		– Sell
-11
Closed -$1.18K – 1957
2024
Q3 		$1.18K Hold
11
– – ﹤0.01% 1542
2024
Q2 		$1.13K Hold
11
– – ﹤0.01% 1577
2024
Q1 		$1.32K Sell
11
-8
-42% -$892 ﹤0.01% 1513
2023
Q4 		$2.31K Sell
19
-8
-30% -$932 ﹤0.01% 1263
2023
Q3 		$3.61K Sell
27
-4
-13% -$565 ﹤0.01% 980
2023
Q2 		$4.61K Hold
31
– – ﹤0.01% 862
2023
Q1 		$4.09K Buy
31
+4
+15% +$570 ﹤0.01% 872
2022
Q4 		$3.82K Buy
27
+11
+69% +$1.56K ﹤0.01% 950
2022
Q3 		$2K Buy
16
+8
+100% +$1.27K ﹤0.01% 1249
2022
Q2 		$1K Buy
+8
New +$1.39K ﹤0.01% 1655
2021
Q4 		$4K Hold
18
– – ﹤0.01% 914
2021
Q3 		$4K Buy
+18
New +$3.95K ﹤0.01% 845

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bell Investment Advisors's WHR Position: Q4 2024 in Review

Bell Investment Advisors sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 11 shares — an estimated $1.18K sold.

Bell Investment Advisors first reported a position in WHR in Q3 2021 and held it in 12 quarters. The position peaked at $4.61K in Q2 2023. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Bell Investment Advisors reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 11 Whirlpool shares in Q4 2024, an estimated $1.18K.
  • Bell Investment Advisors first reported a position in Whirlpool in Q3 2021 and held it in 12 quarters.
  • Bell Investment Advisors's Whirlpool position peaked at $4.61K in Q2 2023.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.