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Laurel Wealth Advisors (North Carolina)’s Whirlpool WHR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-125
Closed -$27K – 759
2021
Q2 		$27K Buy
+125
New +$29.1K 0.01% 347

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WHR Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Whirlpool (WHR) in Q3 2021, closing a stake of 125 shares — an estimated $27K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WHR in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 642 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Whirlpool position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 125 Whirlpool shares in Q3 2021, an estimated $27K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Whirlpool in Q2 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Whirlpool position peaked at $27K in Q2 2021.
  • 642 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.