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Wealthspire Advisors (Maryland)’s Whirlpool WHR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-2,081
Closed -$270K – 551
2020
Q2 		$270K Sell
2,081
-299
-13% -$34.2K 0.02% 358
2020
Q1 		$204K Sell
2,380
-60
-2% -$7.88K 0.02% 389
2019
Q4 		$360K Buy
2,440
+461
+23% +$69.6K 0.02% 335
2019
Q3 		$313K Buy
+1,979
New +$284K 0.02% 340
2019
Q2 		– Sell
-375
Closed -$50K – 2039
2019
Q1 		$50K Sell
375
-25
-6% -$3.3K ﹤0.01% 899
2018
Q4 		$43K Sell
400
-158
-28% -$17.9K ﹤0.01% 930
2018
Q3 		$66K Sell
558
-65
-10% -$8.62K 0.01% 867
2018
Q2 		$91K Sell
623
-99
-14% -$15K 0.01% 743
2018
Q1 		$111K Sell
722
-312
-30% -$52.1K 0.01% 677
2017
Q4 		$174K Buy
1,034
+74
+8% +$12.5K 0.02% 536
2017
Q3 		$177K Sell
960
-1,508
-61% -$270K 0.02% 512
2017
Q2 		$473K Buy
2,468
+983
+66% +$180K 0.06% 239
2017
Q1 		$254K Sell
1,485
-392
-21% -$69.6K 0.04% 325
2016
Q4 		$341K Buy
1,877
+23
+1% +$3.81K 0.05% 248
2016
Q3 		$301K Sell
1,854
-92
-5% -$16.3K 0.05% 276
2016
Q2 		$324K Sell
1,946
-28
-1% -$4.94K 0.05% 237
2016
Q1 		$356K Buy
1,974
+224
+13% +$33.4K 0.06% 213
2015
Q4 		$257K Buy
+1,750
New +$272K 0.05% 291

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $8.66B AUM 17.37% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WHR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 2,081 shares — an estimated $270K sold.

Wealthspire Advisors (Maryland) first reported a position in WHR in Q4 2015 and held it in 18 quarters. The position peaked at $473K in Q2 2017. 554 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,081 Whirlpool shares in Q3 2020, an estimated $270K.
  • Wealthspire Advisors (Maryland) first reported a position in Whirlpool in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Whirlpool position peaked at $473K in Q2 2017.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.