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Camarda Financial Advisors’s Whirlpool WHR Stock Holding History

Camarda 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
Q2 		– Sell
-4,245
Closed -$935K – 98
2021
Q1 		$935K Buy
+4,245
New +$843K 0.67% 38
2018
Q4 		– Sell
-14,235
Closed -$1.69M – 242
2018
Q3 		$1.69M Buy
+14,235
New +$1.89M 1.92% 11
2017
Q1 		– Sell
-7,904
Closed -$1.44M – 256
2016
Q4 		$1.44M Sell
7,904
-845
-10% -$140K 0.98% 41
2016
Q3 		$1.42M Buy
+8,749
New +$1.55M 0.86% 46
2014
Q2 		– Sell
-1,434
Closed -$214K – 231
2014
Q1 		$214K Buy
+1,434
New +$208K 0.16% 77

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 $8.66B AUM 17.37% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Camarda Financial Advisors's WHR Position: Q2 2021 in Review

Camarda Financial Advisors sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 4,245 shares — an estimated $935K sold.

Camarda Financial Advisors first reported a position in WHR in Q1 2014 and held it in 5 quarters. The position peaked at $1.69M in Q3 2018. 662 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • Camarda Financial Advisors reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
  • Camarda Financial Advisors sold 4,245 Whirlpool shares in Q2 2021, an estimated $935K.
  • Camarda Financial Advisors first reported a position in Whirlpool in Q1 2014 and held it in 5 quarters.
  • Camarda Financial Advisors's Whirlpool position peaked at $1.69M in Q3 2018.
  • 662 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Camarda Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.