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MorganRosel Wealth Management’s Whirlpool WHR Stock Holding History

MorganRosel 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
2021
Q1 		– Sell
-2,703
Closed -$488K – 90
2020
Q4 		$488K Buy
+2,703
New +$518K 0.34% 56

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Fidelity Investments
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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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MorganRosel Wealth Management's WHR Position: Q1 2021 in Review

MorganRosel Wealth Management sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 2,703 shares — an estimated $488K sold.

MorganRosel Wealth Management first reported a position in WHR in Q4 2020 and held it in 1 quarter. The position peaked at $488K in Q4 2020. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • MorganRosel Wealth Management reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,703 Whirlpool shares in Q1 2021, an estimated $488K.
  • MorganRosel Wealth Management first reported a position in Whirlpool in Q4 2020 and held it in 1 quarter.
  • MorganRosel Wealth Management's Whirlpool position peaked at $488K in Q4 2020.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on MorganRosel Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.