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Janiczek Wealth Management’s Whirlpool WHR Stock Holding History

Janiczek 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
Q2 		$7.05K Buy
+69
New +$6.72K ﹤0.01% 700

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Janiczek Wealth Management's WHR Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Whirlpool (WHR) in Q2 2024: 69 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Janiczek Wealth Management held 69 shares of Whirlpool worth $7.05K as of Q2 2024.
  • Whirlpool was a new Janiczek Wealth Management position in Q2 2024.
  • Whirlpool made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #700 holding.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.