FNWA
WHR icon

Financial Network Wealth Advisors’s Whirlpool WHR Stock Holding History

Financial Network Wealth 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
-46
Closed -$4.92K – 852
2024
Q3 		$4.92K Hold
46
– – ﹤0.01% 528
2024
Q2 		$4.7K Buy
+46
New +$4.48K ﹤0.01% 591

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

Financial Network Wealth Advisors's WHR Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 46 shares — an estimated $4.92K sold.

Financial Network Wealth Advisors first reported a position in WHR in Q2 2024 and held it in 2 quarters. The position peaked at $4.92K in Q3 2024. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 46 Whirlpool shares in Q4 2024, an estimated $4.92K.
  • Financial Network Wealth Advisors first reported a position in Whirlpool in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Whirlpool position peaked at $4.92K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.