CSWM
WHR icon

Cassady Schiller Wealth Management’s Whirlpool WHR Stock Holding History

Cassady Schiller 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
2024
Q4 		$572 Buy
+5
New +$552 ﹤0.01% 937

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

Cassady Schiller Wealth Management's WHR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Whirlpool (WHR) in Q4 2024: 5 shares worth $572. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of Whirlpool worth $572 as of Q4 2024.
  • Whirlpool was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Whirlpool made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #937 holding.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.