Certified Advisory Corp’s Whirlpool WHR Stock Holding History

Certified Advisory Corp’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	-100	Closed	-$22K	–	741
2021 Q1	$22K	Buy	+100	New	+$19.8K	0.01%	479
2020 Q2	$13K	Buy	100 +43	+75%	+$4.92K	﹤0.01%	516
2020 Q1	$5K	Hold	57	–	–	﹤0.01%	623
2019 Q4	$8K	Buy	57 +7	+14%	+$1.06K	﹤0.01%	619
2019 Q3	$8K	Hold	50	–	–	﹤0.01%	630
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	642
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	599
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	636
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	648
2018 Q2	$7K	Sell	50 -6	-11%	-$912	﹤0.01%	598
2018 Q1	$8K	Hold	56	–	–	﹤0.01%	544
2017 Q4	$9K	Buy	+56	New	+$9.49K	0.01%	495

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Certified Advisory Corp's WHR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 100 shares — an estimated $22K sold.

Certified Advisory Corp first reported a position in WHR in Q4 2017 and held it in 12 quarters. The position peaked at $22K in Q1 2021. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

Certified Advisory Corp reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 100 Whirlpool shares in Q2 2021, an estimated $22K.
Certified Advisory Corp first reported a position in Whirlpool in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Whirlpool position peaked at $22K in Q1 2021.
661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.