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RKL Wealth Management’s Whirlpool WHR Stock Holding History

RKL 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 		– Sell
-7,304
Closed -$874K – 160
2024
Q1 		$874K Buy
7,304
+541
+8% +$60.3K 0.09% 85
2023
Q4 		$824K Buy
6,763
+57
+0.8% +$6.64K 0.09% 87
2023
Q3 		$897K Buy
6,706
+145
+2% +$20.5K 0.11% 79
2023
Q2 		$976K Buy
6,561
+90
+1% +$12.4K 0.12% 81
2023
Q1 		$854K Hold
6,471
– – 0.11% 85
2022
Q4 		$915K Sell
6,471
-342
-5% -$48.6K 0.12% 82
2022
Q3 		$918K Buy
6,813
+177
+3% +$28.2K 0.13% 79
2022
Q2 		$1.03M Buy
6,636
+201
+3% +$35K 0.14% 78
2022
Q1 		$1.11M Buy
6,435
+165
+3% +$33.4K 0.13% 83
2021
Q4 		$1.47M Buy
6,270
+67
+1% +$14.7K 0.17% 67
2021
Q3 		$1.26M Buy
6,203
+38
+0.6% +$8.33K 0.16% 68
2021
Q2 		$1.34M Sell
6,165
-118
-2% -$27.5K 0.17% 68
2021
Q1 		$1.38M Sell
6,283
-118
-2% -$23.4K 0.19% 65
2020
Q4 		$1.16M Sell
6,401
-1
-0% -$192 0.16% 70
2020
Q3 		$1.18M Sell
6,402
-187
-3% -$31.1K 0.19% 67
2020
Q2 		$853K Buy
6,589
+422
+7% +$48.3K 0.15% 73
2020
Q1 		$529K Buy
6,167
+7
+0.1% +$920 0.11% 81
2019
Q4 		$909K Sell
6,160
-213
-3% -$32.2K 0.16% 78
2019
Q3 		$1.01M Sell
6,373
-79
-1% -$11.3K 0.19% 76
2019
Q2 		$916K Buy
6,452
+199
+3% +$26.7K 0.17% 79
2019
Q1 		$835K Buy
6,253
+26
+0.4% +$3.43K 0.16% 80
2018
Q4 		$657K Sell
6,227
-82
-1% -$9.3K 0.15% 85
2018
Q3 		$749K Sell
6,309
-296
-4% -$39.2K 0.16% 83
2018
Q2 		$963K Sell
6,605
-8
-0.1% -$1.22K 0.22% 78
2018
Q1 		$1.01M Buy
6,613
+458
+7% +$76.5K 0.24% 79
2017
Q4 		$1.04M Buy
6,155
+539
+10% +$91.3K 0.26% 77
2017
Q3 		$1.03M Buy
5,616
+1,031
+22% +$184K 0.29% 75
2017
Q2 		$879K Buy
+4,585
New +$839K 0.28% 76

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RKL Wealth Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 7,304 shares — an estimated $874K sold.

RKL Wealth Management first reported a position in WHR in Q2 2017 and held it in 28 quarters. The position peaked at $1.47M in Q4 2021. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • RKL Wealth Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • RKL Wealth Management sold 7,304 Whirlpool shares in Q2 2024, an estimated $874K.
  • RKL Wealth Management first reported a position in Whirlpool in Q2 2017 and held it in 28 quarters.
  • RKL Wealth Management's Whirlpool position peaked at $1.47M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on RKL Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.