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Ropes Wealth Advisors’s Whirlpool WHR Stock Holding History

Ropes 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
-5
Closed -$1K – 794
2020
Q4 		$1K Buy
+5
New +$958 ﹤0.01% 792
2018
Q1 		– Sell
-300
Closed -$51K – 755
2017
Q4 		$51K Hold
300
– – 0.01% 347
2017
Q3 		$55K Hold
300
– – 0.01% 322
2017
Q2 		$57K Buy
300
+200
+200% +$36.6K 0.02% 313
2017
Q1 		$17K Hold
100
– – ﹤0.01% 417
2016
Q4 		$18K Buy
+100
New +$16.6K 0.01% 412

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in WHR in Q4 2016 and held it in 6 quarters. The position peaked at $57K in Q2 2017. 645 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5 Whirlpool shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Whirlpool in Q4 2016 and held it in 6 quarters.
  • Ropes Wealth Advisors's Whirlpool position peaked at $57K in Q2 2017.
  • 645 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.