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Garrett Wealth Advisory Group’s Whirlpool WHR Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-13
Closed -$2.06K – 636
2019
Q3 		$2.06K Buy
+13
New +$1.87K ﹤0.01% 545

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Garrett Wealth Advisory Group's WHR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 13 shares — an estimated $2.06K sold.

Garrett Wealth Advisory Group first reported a position in WHR in Q3 2019 and held it in 1 quarter. The position peaked at $2.06K in Q3 2019. 556 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 13 Whirlpool shares in Q4 2019, an estimated $2.06K.
  • Garrett Wealth Advisory Group first reported a position in Whirlpool in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Whirlpool position peaked at $2.06K in Q3 2019.
  • 556 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.