Reilly Financial Advisors’s Whirlpool WHR Stock Holding History

Reilly Financial Advisors’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	$7K	Hold	28	–	–	﹤0.01%	796
2021 Q3	$6K	Hold	28	–	–	﹤0.01%	731
2021 Q2	$6K	Sell	28 -1	-3%	-$233	﹤0.01%	776
2021 Q1	$6K	Buy	+29	New	+$5.76K	﹤0.01%	775
2020 Q3	–	Sell	-49	Closed	-$6K	–	946
2020 Q2	$6K	Hold	49	–	–	﹤0.01%	681
2020 Q1	$4K	Hold	49	–	–	﹤0.01%	724
2019 Q4	$7K	Sell	49 -1	-2%	-$151	﹤0.01%	696
2019 Q3	$8K	Hold	50	–	–	﹤0.01%	682
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	737
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	753
2018 Q4	$5K	Sell	50 -31	-38%	-$3.52K	﹤0.01%	764
2018 Q3	$10K	Buy	81 +1	+1%	+$133	﹤0.01%	704
2018 Q2	$12K	Hold	80	–	–	﹤0.01%	626
2018 Q1	$12K	Hold	80	–	–	﹤0.01%	615
2017 Q4	$13K	Hold	80	–	–	﹤0.01%	607
2017 Q3	$15K	Hold	80	–	–	﹤0.01%	563
2017 Q2	$15K	Buy	80 +31	+63%	+$5.67K	﹤0.01%	572
2017 Q1	$8K	Hold	49	–	–	﹤0.01%	652
2016 Q4	$9K	Hold	49	–	–	﹤0.01%	573
2016 Q3	$8K	Hold	49	–	–	﹤0.01%	574
2016 Q2	$8K	Sell	49 -59	-55%	-$10.4K	﹤0.01%	540
2016 Q1	$20K	Hold	108	–	–	﹤0.01%	605
2015 Q4	$16K	Hold	108	–	–	﹤0.01%	666
2015 Q3	$16K	Buy	108 +59	+120%	+$9.98K	﹤0.01%	667
2015 Q2	$9K	Hold	49	–	–	﹤0.01%	916
2015 Q1	$10K	Buy	+49	New	+$9.95K	﹤0.01%	854
2014 Q2	–	Sell	-108	Closed	-$16K	–	885
2014 Q1	$16K	Hold	108	–	–	﹤0.01%	475
2013 Q4	$17K	Hold	108	–	–	﹤0.01%	438
2013 Q3	$15K	Hold	108	–	–	﹤0.01%	396
2013 Q2	$13K	Buy	+108	New	+$13.1K	﹤0.01%	421

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 $8.66B AUM 17.37% 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

Reilly Financial Advisors's WHR Position: Q4 2021 in Review

Reilly Financial Advisors held its Whirlpool (WHR) position steady in Q4 2021 at 28 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Reilly Financial Advisors first reported a position in WHR in Q2 2013 and has held it in 30 quarters since. The position peaked at $20K in Q1 2016. 712 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

Reilly Financial Advisors held 28 shares of Whirlpool worth $7K as of Q4 2021.
Reilly Financial Advisors left its Whirlpool share count unchanged in Q4 2021.
Whirlpool made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #796 holding.
Reilly Financial Advisors first reported a position in Whirlpool in Q2 2013 and has held it in 30 quarters since.
Reilly Financial Advisors's Whirlpool position peaked at $20K in Q1 2016.
712 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.