Halpern Financial’s Whirlpool WHR Stock Holding History

Halpern Financial’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	-20	Closed	-$4.08K	–	297
2021 Q3	$4.08K	Hold	20	–	–	﹤0.01%	219
2021 Q2	$4.36K	Hold	20	–	–	﹤0.01%	189
2021 Q1	$4.41K	Buy	+20	New	+$3.97K	﹤0.01%	190

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Halpern Financial's WHR Position: Q4 2021 in Review

Halpern Financial sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 20 shares — an estimated $4.08K sold.

Halpern Financial first reported a position in WHR in Q1 2021 and held it in 3 quarters. The position peaked at $4.41K in Q1 2021. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

Halpern Financial reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 20 Whirlpool shares in Q4 2021, an estimated $4.08K.
Halpern Financial first reported a position in Whirlpool in Q1 2021 and held it in 3 quarters.
Halpern Financial's Whirlpool position peaked at $4.41K in Q1 2021.
711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.