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Advocacy Wealth Management Services’s Emerson Electric EMR Stock Holding History

Advocacy Wealth Management Services’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$4K – 68
2022
Q3 		$4K Hold
50
– – ﹤0.01% 107
2022
Q2 		$4K Hold
50
– – ﹤0.01% 112
2022
Q1 		$5K Hold
50
– – ﹤0.01% 117
2021
Q4 		$5K Hold
50
– – ﹤0.01% 132
2021
Q3 		$5K Hold
50
– – ﹤0.01% 133
2021
Q2 		$5K Buy
+50
New +$4.7K ﹤0.01% 151
2016
Q2 		– Sell
-1
Closed – – 411
2016
Q1 		$0 Sell
1
-199
-100% -$9.6K ﹤0.01% 526
2015
Q4 		$10K Buy
+200
New +$9.52K 0.01% 343

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advocacy Wealth Management Services's EMR Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in EMR in Q4 2015 and held it in 8 quarters. The position peaked at $10K in Q4 2015. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 50 Emerson Electric shares in Q4 2022, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in Emerson Electric in Q4 2015 and held it in 8 quarters.
  • Advocacy Wealth Management Services's Emerson Electric position peaked at $10K in Q4 2015.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.