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Baron Silver Stevens Financial Advisors’s Whirlpool WHR Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-41
Closed -$7K – 484
2020
Q4 		$7K Buy
+41
New +$7.85K ﹤0.01% 293

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's WHR Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 41 shares — an estimated $7K sold.

Baron Silver Stevens Financial Advisors first reported a position in WHR in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 41 Whirlpool shares in Q1 2021, an estimated $7K.
  • Baron Silver Stevens Financial Advisors first reported a position in Whirlpool in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Whirlpool position peaked at $7K in Q4 2020.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.