LWM
WHR icon

Liberty Wealth Management’s Whirlpool WHR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-12
Closed -$2K – 1101
2021
Q3 		$2K Buy
12
+6
+100% +$1.32K ﹤0.01% 1085
2021
Q2 		$1K Sell
6
-2
-25% -$466 ﹤0.01% 1045
2021
Q1 		$1K Hold
8
– – ﹤0.01% 907
2020
Q4 		$1K Buy
+8
New +$1.53K ﹤0.01% 912

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty Wealth Management's WHR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 12 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in WHR in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 12 Whirlpool shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Whirlpool in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Whirlpool position peaked at $2K in Q3 2021.
  • 711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.