Wealthcare Advisory Partners’s Whirlpool WHR Stock Holding History

Wealthcare Advisory Partners’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	-200	Closed	-$44K	–	1870
2021 Q1	$44K	Buy	+200	New	+$39.7K	﹤0.01%	917
2020 Q2	–	Sell	-200	Closed	-$17K	–	1363
2020 Q1	$17K	Hold	200	–	–	﹤0.01%	778
2019 Q4	$30K	Hold	200	–	–	﹤0.01%	658
2019 Q3	$32K	Hold	200	–	–	﹤0.01%	637
2019 Q2	$28K	Hold	200	–	–	﹤0.01%	644
2019 Q1	$27K	Hold	200	–	–	﹤0.01%	591
2018 Q4	$21K	Hold	200	–	–	﹤0.01%	619
2018 Q3	$24K	Sell	200 -55	-22%	-$7.29K	﹤0.01%	629
2018 Q2	$37K	Buy	255 +55	+28%	+$8.36K	0.01%	528
2018 Q1	$31K	Hold	200	–	–	0.01%	492
2017 Q4	$34K	Hold	200	–	–	0.01%	439
2017 Q3	$37K	Buy	+200	New	+$35.8K	0.01%	349

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthcare Advisory Partners's WHR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 200 shares — an estimated $44K sold.

Wealthcare Advisory Partners first reported a position in WHR in Q3 2017 and held it in 12 quarters. The position peaked at $44K in Q1 2021. 662 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 200 Whirlpool shares in Q2 2021, an estimated $44K.
Wealthcare Advisory Partners first reported a position in Whirlpool in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Whirlpool position peaked at $44K in Q1 2021.
662 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.