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Perigon Wealth Management’s Whirlpool WHR Stock Holding History

Perigon 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
-787
Closed -$142K – 1035
2020
Q4 		$142K Buy
+787
New +$151K 0.02% 470
2020
Q3 		– Sell
-1,777
Closed -$230K – 401
2020
Q2 		$230K Buy
+1,777
New +$203K 0.04% 313

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

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

Perigon Wealth Management sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 787 shares — an estimated $142K sold.

Perigon Wealth Management first reported a position in WHR in Q2 2020 and held it in 2 quarters. The position peaked at $230K in Q2 2020. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • Perigon Wealth Management reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 787 Whirlpool shares in Q1 2021, an estimated $142K.
  • Perigon Wealth Management first reported a position in Whirlpool in Q2 2020 and held it in 2 quarters.
  • Perigon Wealth Management's Whirlpool position peaked at $230K in Q2 2020.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.