RFP Financial Group’s Whirlpool WHR Stock Holding History

RFP Financial 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 Q2	–	Sell	-12	Closed	-$1.44K	–	932
2024 Q1	$1.44K	Hold	12	–	–	﹤0.01%	727
2023 Q4	$1.46K	Buy	+12	New	+$1.4K	﹤0.01%	728

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFP Financial Group's WHR Position: Q2 2024 in Review

RFP Financial Group sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 12 shares — an estimated $1.44K sold.

RFP Financial Group first reported a position in WHR in Q4 2023 and held it in 2 quarters. The position peaked at $1.46K in Q4 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

RFP Financial Group reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
RFP Financial Group sold 12 Whirlpool shares in Q2 2024, an estimated $1.44K.
RFP Financial Group first reported a position in Whirlpool in Q4 2023 and held it in 2 quarters.
RFP Financial Group's Whirlpool position peaked at $1.46K in Q4 2023.
515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on RFP Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.