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WR Wealth Planners’s Whirlpool WHR Stock Holding History

WR Wealth Planners’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
Q4 		$18.2K Hold
159
– – 0.01% 484
2024
Q3 		$17K Buy
159
+9
+6% +$905 ﹤0.01% 531
2024
Q2 		$15.3K Hold
150
– – ﹤0.01% 498
2024
Q1 		$17.9K Buy
+150
New +$16.7K 0.01% 475
2023
Q4 		– Sell
-150
Closed -$20.1K – 860
2023
Q3 		$20.1K Hold
150
– – 0.01% 423
2023
Q2 		$22.3K Hold
150
– – 0.01% 417
2023
Q1 		$19.8K Buy
+150
New +$21.4K 0.01% 433

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WR Wealth Planners's WHR Position: Q4 2024 in Review

WR Wealth Planners held its Whirlpool (WHR) position steady in Q4 2024 at 159 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #484.

WR Wealth Planners first reported a position in WHR in Q1 2023 and has held it in 7 quarters since. The position peaked at $22.3K in Q2 2023. 544 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • WR Wealth Planners held 159 shares of Whirlpool worth $18.2K as of Q4 2024.
  • WR Wealth Planners left its Whirlpool share count unchanged in Q4 2024.
  • Whirlpool made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #484 holding.
  • WR Wealth Planners first reported a position in Whirlpool in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Whirlpool position peaked at $22.3K in Q2 2023.
  • 544 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.