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Financial Gravity Asset Management’s Whirlpool WHR Stock Holding History

Financial Gravity Asset 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
2021
Q3 		$204K Buy
+39
New +$8.55K 0.1% 176
2019
Q2 		– Sell
-11
Closed -$1K – 1696
2019
Q1 		$1K Buy
+11
New +$1.45K ﹤0.01% 1215
2018
Q3 		$1K Sell
11
-1,911
-99% -$253K ﹤0.01% 1273
2018
Q2 		$245K Buy
1,922
+118
+7% +$17.9K 0.23% 87
2018
Q1 		$278K Buy
+1,804
New +$301K 0.28% 59

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

Financial Gravity Asset Management's WHR Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Whirlpool (WHR) in Q3 2021: 39 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #176 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WHR as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in WHR in Q1 2018 and has held it in 5 quarters since. The position peaked at $278K in Q1 2018. 643 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Financial Gravity Asset Management held 39 shares of Whirlpool worth $204K as of Q3 2021.
  • Whirlpool was a new Financial Gravity Asset Management position in Q3 2021.
  • Whirlpool made up 0.1% of Financial Gravity Asset Management's portfolio in Q3 2021, its #176 holding.
  • Financial Gravity Asset Management first reported a position in Whirlpool in Q1 2018 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Whirlpool position peaked at $278K in Q1 2018.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.