RIA
WHR icon

Realta Investment Advisors’s Whirlpool WHR Stock Holding History

Realta Investment 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
Q1 		– Sell
-11
Closed -$2K – 1399
2019
Q4 		$2K Sell
11
-22
-67% -$3.32K ﹤0.01% 1503
2019
Q3 		$5K Sell
33
-9
-21% -$1.29K ﹤0.01% 1342
2019
Q2 		$6K Buy
42
+20
+91% +$2.68K ﹤0.01% 1335
2019
Q1 		$3K Buy
+22
New +$2.91K ﹤0.01% 1184

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Realta Investment Advisors's WHR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 11 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in WHR in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 503 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 11 Whirlpool shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Whirlpool in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Whirlpool position peaked at $6K in Q2 2019.
  • 503 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.