Navis Wealth Advisors’s Whirlpool WHR Stock Holding History

Navis Wealth Advisors’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	-775	Closed	-$140K	–	180
2020 Q4	$140K	Buy	+775	New	+$148K	0.13%	99

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Navis Wealth Advisors's WHR Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 775 shares — an estimated $140K sold.

Navis Wealth Advisors first reported a position in WHR in Q4 2020 and held it in 1 quarter. The position peaked at $140K in Q4 2020. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

Navis Wealth Advisors reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 775 Whirlpool shares in Q1 2021, an estimated $140K.
Navis Wealth Advisors first reported a position in Whirlpool in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Whirlpool position peaked at $140K in Q4 2020.
643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.