Paces Ferry Wealth Advisors’s Whirlpool WHR Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-16	Closed	-$3K	–	1102
2020 Q3	$3K	Buy	+16	New	+$2.66K	﹤0.01%	623

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paces Ferry Wealth Advisors's WHR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 16 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in WHR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 16 Whirlpool shares in Q4 2020, an estimated $3K.
Paces Ferry Wealth Advisors first reported a position in Whirlpool in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Whirlpool position peaked at $3K in Q3 2020.
616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.