IWC
WHR icon

Integrated Wealth Concepts’s Whirlpool WHR Stock Holding History

Integrated Wealth Concepts’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
-3,475
Closed -$372K – 1790
2024
Q3 		$372K Sell
3,475
-484
-12% -$48.6K ﹤0.01% 1216
2024
Q2 		$405K Buy
3,959
+709
+22% +$69.1K 0.01% 1153
2024
Q1 		$389K Buy
3,250
+1,107
+52% +$123K 0.01% 1172
2023
Q4 		$261K Sell
2,143
-1,169
-35% -$136K ﹤0.01% 1329
2023
Q3 		$443K Buy
3,312
+1,742
+111% +$246K 0.01% 1033
2023
Q2 		$234K Buy
+1,570
New +$216K ﹤0.01% 1348
2022
Q4 		– Sell
-3,085
Closed -$416K – 1083
2022
Q3 		$416K Buy
3,085
+761
+33% +$121K 0.01% 647
2022
Q2 		$360K Buy
2,324
+245
+12% +$42.6K 0.01% 695
2022
Q1 		$359K Buy
2,079
+444
+27% +$90K 0.01% 676
2021
Q4 		$384K Buy
1,635
+311
+23% +$68.3K 0.01% 682
2021
Q3 		$270K Buy
+1,324
New +$290K 0.01% 784

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

Integrated Wealth Concepts's WHR Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 3,475 shares — an estimated $372K sold.

Integrated Wealth Concepts first reported a position in WHR in Q3 2021 and held it in 11 quarters. The position peaked at $443K in Q3 2023. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,475 Whirlpool shares in Q4 2024, an estimated $372K.
  • Integrated Wealth Concepts first reported a position in Whirlpool in Q3 2021 and held it in 11 quarters.
  • Integrated Wealth Concepts's Whirlpool position peaked at $443K in Q3 2023.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.