VAFP
WHR icon

Vahanian & Associates Financial Planning’s Whirlpool WHR Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q1 		– Sell
-1,570
Closed -$368K – 141
2021
Q4 		$368K Buy
+1,570
New +$345K 0.3% 97

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Vahanian & Associates Financial Planning's WHR Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,570 shares — an estimated $368K sold.

Vahanian & Associates Financial Planning first reported a position in WHR in Q4 2021 and held it in 1 quarter. The position peaked at $368K in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,570 Whirlpool shares in Q1 2022, an estimated $368K.
  • Vahanian & Associates Financial Planning first reported a position in Whirlpool in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Whirlpool position peaked at $368K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.