Fi3 Financial Advisors’s Whirlpool WHR Stock Holding History

Fi3 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	-1,143	Closed	-$252K	–	55
2021 Q1	$252K	Buy	+1,143	New	+$227K	0.22%	38

Other funds holding WHR

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fi3 Financial Advisors's WHR Position: Q2 2021 in Review

Fi3 Financial Advisors sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 1,143 shares — an estimated $252K sold.

Fi3 Financial Advisors first reported a position in WHR in Q1 2021 and held it in 1 quarter. The position peaked at $252K in Q1 2021. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

Fi3 Financial Advisors reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
Fi3 Financial Advisors sold 1,143 Whirlpool shares in Q2 2021, an estimated $252K.
Fi3 Financial Advisors first reported a position in Whirlpool in Q1 2021 and held it in 1 quarter.
Fi3 Financial Advisors's Whirlpool position peaked at $252K in Q1 2021.
661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Fi3 Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.