SWA
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SOA Wealth Advisors’s Whirlpool WHR Stock Holding History

SOA 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
Q2 		– Sell
-1
Closed – – 979
2021
Q1 		$0 Buy
+1
New +$198 ﹤0.01% 938

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SOA Wealth Advisors's WHR Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in WHR in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • SOA Wealth Advisors reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Whirlpool share in Q2 2021.
  • SOA Wealth Advisors first reported a position in Whirlpool in Q1 2021 and held it in 1 quarter.
  • SOA Wealth Advisors's Whirlpool position peaked at $0 in Q1 2021.
  • 661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.