Founders Financial Alliance’s Whirlpool WHR Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-37	Closed	-$7K	–	1241
2020 Q3	$7K	Buy	+37	New	+$6.15K	﹤0.01%	892

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Founders Financial Alliance's WHR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 37 shares — an estimated $7K sold.

Founders Financial Alliance first reported a position in WHR in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

Founders Financial Alliance reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 37 Whirlpool shares in Q4 2020, an estimated $7K.
Founders Financial Alliance first reported a position in Whirlpool in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Whirlpool position peaked at $7K in Q3 2020.
616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.