BFA
WHR icon

Bragg Financial Advisors’s Whirlpool WHR Stock Holding History

Bragg 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
2021
Q3 		– Sell
-1,150
Closed -$251K – 304
2021
Q2 		$251K Hold
1,150
– – 0.02% 281
2021
Q1 		$253K Sell
1,150
-80
-7% -$15.9K 0.02% 274
2020
Q4 		$222K Hold
1,230
– – 0.02% 273
2020
Q3 		$226K Sell
1,230
-925
-43% -$154K 0.02% 255
2020
Q2 		$279K Sell
2,155
-3,235
-60% -$370K 0.03% 233
2020
Q1 		$462K Sell
5,390
-3,314
-38% -$435K 0.06% 186
2019
Q4 		$1.28M Sell
8,704
-4,750
-35% -$717K 0.14% 152
2019
Q3 		$2.13M Sell
13,454
-3,678
-21% -$528K 0.26% 125
2019
Q2 		$2.44M Buy
17,132
+1,410
+9% +$189K 0.3% 113
2019
Q1 		$2.09M Buy
15,722
+2,180
+16% +$288K 0.27% 121
2018
Q4 		$1.45M Buy
13,542
+1,080
+9% +$123K 0.22% 140
2018
Q3 		$1.48M Sell
12,462
-395
-3% -$52.4K 0.2% 141
2018
Q2 		$1.88M Buy
12,857
+358
+3% +$54.4K 0.27% 121
2018
Q1 		$1.91M Buy
12,499
+32
+0.3% +$5.34K 0.28% 121
2017
Q4 		$2.1M Sell
12,467
-225
-2% -$38.1K 0.3% 115
2017
Q3 		$2.34M Buy
12,692
+540
+4% +$96.6K 0.36% 107
2017
Q2 		$2.33M Buy
12,152
+902
+8% +$165K 0.37% 109
2017
Q1 		$1.93M Buy
11,250
+1,745
+18% +$310K 0.31% 119
2016
Q4 		$1.73M Buy
9,505
+905
+11% +$150K 0.28% 125
2016
Q3 		$1.4M Buy
8,600
+160
+2% +$28.3K 0.25% 137
2016
Q2 		$1.41M Buy
8,440
+1,045
+14% +$184K 0.25% 134
2016
Q1 		$1.33M Buy
7,395
+1,145
+18% +$171K 0.26% 133
2015
Q4 		$918K Buy
6,250
+910
+17% +$141K 0.2% 144
2015
Q3 		$786K Buy
5,340
+1,195
+29% +$202K 0.19% 145
2015
Q2 		$717K Buy
4,145
+360
+10% +$67.6K 0.16% 162
2015
Q1 		$765K Buy
3,785
+975
+35% +$198K 0.18% 152
2014
Q4 		$544K Buy
2,810
+545
+24% +$93.6K 0.13% 171
2014
Q3 		$330K Buy
+2,265
New +$335K 0.08% 194

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Bragg Financial Advisors's WHR Position: Q3 2021 in Review

Bragg Financial Advisors sold out of Whirlpool (WHR) in Q3 2021, closing a stake of 1,150 shares — an estimated $251K sold.

Bragg Financial Advisors first reported a position in WHR in Q3 2014 and held it in 28 quarters. The position peaked at $2.44M in Q2 2019. 643 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Bragg Financial Advisors reported no remaining Whirlpool position as of Q3 2021 after selling out during the quarter.
  • Bragg Financial Advisors sold 1,150 Whirlpool shares in Q3 2021, an estimated $251K.
  • Bragg Financial Advisors first reported a position in Whirlpool in Q3 2014 and held it in 28 quarters.
  • Bragg Financial Advisors's Whirlpool position peaked at $2.44M in Q2 2019.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Bragg Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.