180 Wealth Advisors’s Whirlpool WHR Stock Holding History

180 Wealth Advisors’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
2021 Q2	–	Sell	-862	Closed	-$204K	–	389
2021 Q1	$204K	Buy	+862	New	+$171K	0.05%	331

Other funds holding WHR

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

180 Wealth Advisors's WHR Position: Q2 2021 in Review

180 Wealth Advisors sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 862 shares — an estimated $204K sold.

180 Wealth Advisors first reported a position in WHR in Q1 2021 and held it in 1 quarter. The position peaked at $204K in Q1 2021. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

180 Wealth Advisors reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
180 Wealth Advisors sold 862 Whirlpool shares in Q2 2021, an estimated $204K.
180 Wealth Advisors first reported a position in Whirlpool in Q1 2021 and held it in 1 quarter.
180 Wealth Advisors's Whirlpool position peaked at $204K in Q1 2021.
661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on 180 Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.