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Evolution Wealth Advisors’s Whirlpool WHR Stock Holding History

Evolution Wealth 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
-15
Closed -$2K – 647
2019
Q4 		$2K Buy
15
+1
+7% +$151 ﹤0.01% 608
2019
Q3 		$2K Hold
14
– – ﹤0.01% 448
2019
Q2 		$2K Buy
+14
New +$1.88K ﹤0.01% 451

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolution Wealth Advisors's WHR Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 15 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in WHR in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 501 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 15 Whirlpool shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Whirlpool in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Whirlpool position peaked at $2K in Q4 2019.
  • 501 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.