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Carolinas Wealth Consulting’s Whirlpool WHR Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-61
Closed -$12K – 1016
2021
Q3 		$12K Hold
61
– – ﹤0.01% 564
2021
Q2 		$13K Sell
61
-12
-16% -$2.79K ﹤0.01% 579
2021
Q1 		$16K Hold
73
– – ﹤0.01% 555
2020
Q4 		$13K Buy
+73
New +$14K ﹤0.01% 548

Other funds holding WHR

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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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Carolinas Wealth Consulting's WHR Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 61 shares — an estimated $12K sold.

Carolinas Wealth Consulting first reported a position in WHR in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q1 2021. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 61 Whirlpool shares in Q4 2021, an estimated $12K.
  • Carolinas Wealth Consulting first reported a position in Whirlpool in Q4 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Whirlpool position peaked at $16K in Q1 2021.
  • 711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.