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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return