SFS
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Sowell Financial Services’s Whirlpool WHR Stock Holding History

Sowell Financial Services’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
-174
Closed -$44K – 2737
2021
Q1 		$44K Buy
174
+18
+12% +$3.57K ﹤0.01% 1716
2020
Q4 		$28K Hold
156
– – ﹤0.01% 1609
2020
Q3 		$29K Sell
156
-1,429
-90% -$237K ﹤0.01% 1406
2020
Q2 		$205K Buy
1,585
+1,479
+1,395% +$169K 0.01% 715
2020
Q1 		$9K Hold
106
– – ﹤0.01% 1657
2019
Q4 		$16K Sell
106
-38
-26% -$5.74K ﹤0.01% 1521
2019
Q3 		$23K Buy
+144
New +$20.7K ﹤0.01% 1237
2017
Q1 		– Sell
-50
Closed -$9K – 565
2016
Q4 		$9K Buy
+50
New +$8.28K ﹤0.01% 494

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BlackRock
BlackRock New York $5.7T 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