CAC
WHR icon

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 – 743
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
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 $5.7T 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
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