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Golden State Wealth Management’s Whirlpool WHR Stock Holding History

Golden State Wealth Management’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
Q2 		– Sell
-72
Closed -$6K – 948
2020
Q1 		$6K Buy
+72
New +$9.46K ﹤0.01% 719
2019
Q4 		– Sell
-72
Closed -$11K – 965
2019
Q3 		$11K Hold
72
– – ﹤0.01% 737
2019
Q2 		$10K Hold
72
– – ﹤0.01% 756
2019
Q1 		$10K Buy
+72
New +$9.51K ﹤0.01% 787

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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Golden State Wealth Management's WHR Position: Q2 2020 in Review

Golden State Wealth Management sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 72 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in WHR in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q3 2019. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Golden State Wealth Management reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 72 Whirlpool shares in Q2 2020, an estimated $6K.
  • Golden State Wealth Management first reported a position in Whirlpool in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Whirlpool position peaked at $11K in Q3 2019.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.