Private Advisory Group’s Whirlpool WHR Stock Holding History

Private Advisory Group’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	-2,836	Closed	-$512K	–	154
2020 Q4	$512K	Buy	+2,836	New	+$543K	0.17%	94

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

Private Advisory Group's WHR Position: Q1 2021 in Review

Private Advisory Group sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 2,836 shares — an estimated $512K sold.

Private Advisory Group first reported a position in WHR in Q4 2020 and held it in 1 quarter. The position peaked at $512K in Q4 2020. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

Private Advisory Group reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
Private Advisory Group sold 2,836 Whirlpool shares in Q1 2021, an estimated $512K.
Private Advisory Group first reported a position in Whirlpool in Q4 2020 and held it in 1 quarter.
Private Advisory Group's Whirlpool position peaked at $512K in Q4 2020.
643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Private Advisory Group's 13F filing for Q1 2021, filed 8 Apr 2021.