Centerpoint Advisors’s Whirlpool WHR Stock Holding History

Centerpoint 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
2020 Q1	–	Sell	-18	Closed	-$3K	–	289
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	243
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	232
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	225
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	234
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	225
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	220
2018 Q2	$3K	Buy	+18	New	+$2.73K	﹤0.01%	271

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Centerpoint Advisors's WHR Position: Q1 2020 in Review

Centerpoint Advisors sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 18 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in WHR in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 502 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

Centerpoint Advisors reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
Centerpoint Advisors sold 18 Whirlpool shares in Q1 2020, an estimated $3K.
Centerpoint Advisors first reported a position in Whirlpool in Q2 2018 and held it in 7 quarters.
Centerpoint Advisors's Whirlpool position peaked at $3K in Q4 2019.
502 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Centerpoint Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.