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Taylor Hoffman Wealth Management’s Whirlpool WHR Stock Holding History

Taylor Hoffman 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
2020
Q1 		– Sell
-26
Closed -$4K – 388
2019
Q4 		$4K Hold
26
– – ﹤0.01% 376
2019
Q3 		$4K Hold
26
– – ﹤0.01% 371
2019
Q2 		$4K Hold
26
– – ﹤0.01% 358
2019
Q1 		$3K Sell
26
-7
-21% -$925 ﹤0.01% 377
2018
Q4 		$4K Sell
33
-18
-35% -$2.04K ﹤0.01% 342
2018
Q3 		$6K Hold
51
– – ﹤0.01% 316
2018
Q2 		$7K Hold
51
– – 0.01% 285
2018
Q1 		$8K Hold
51
– – 0.01% 295
2017
Q4 		$9K Buy
+51
New +$8.64K 0.01% 296

Other funds holding WHR

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Taylor Hoffman Wealth Management's WHR Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 26 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in WHR in Q4 2017 and held it in 9 quarters. The position peaked at $9K in Q4 2017. 502 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Taylor Hoffman Wealth Management reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 26 Whirlpool shares in Q1 2020, an estimated $4K.
  • Taylor Hoffman Wealth Management first reported a position in Whirlpool in Q4 2017 and held it in 9 quarters.
  • Taylor Hoffman Wealth Management's Whirlpool position peaked at $9K in Q4 2017.
  • 502 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.