RWMG
WHR icon

Redwood Wealth Management Group’s Whirlpool WHR Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-242
Closed -$24.7K – 1094
2024
Q2 		$24.7K Buy
+242
New +$23.6K 0.02% 410

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Wealth Management Group's WHR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 242 shares — an estimated $24.7K sold.

Redwood Wealth Management Group first reported a position in WHR in Q2 2024 and held it in 1 quarter. The position peaked at $24.7K in Q2 2024. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 242 Whirlpool shares in Q3 2024, an estimated $24.7K.
  • Redwood Wealth Management Group first reported a position in Whirlpool in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Whirlpool position peaked at $24.7K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.