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Alta Wealth Advisors’s Emerson Electric EMR Stock Holding History

Alta Wealth Advisors’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
2023
Q4 		– Sell
-4,070
Closed -$393K – 128
2023
Q3 		$393K Sell
4,070
-1,372
-25% -$131K 0.24% 98
2023
Q2 		$492K Sell
5,442
-115
-2% -$9.68K 0.29% 93
2023
Q1 		$484K Sell
5,557
-1,192
-18% -$104K 0.31% 93
2022
Q4 		$648K Buy
6,749
+435
+7% +$39.1K 0.44% 75
2022
Q3 		$462K Buy
6,314
+150
+2% +$12.5K 0.33% 94
2022
Q2 		$492K Sell
6,164
-90
-1% -$7.93K 0.34% 89
2022
Q1 		$613K Hold
6,254
– – 0.36% 83
2021
Q4 		$581K Buy
6,254
+180
+3% +$16.9K 0.36% 88
2021
Q3 		$572K Sell
6,074
-669
-10% -$66.8K 0.42% 86
2021
Q2 		$649K Buy
6,743
+530
+9% +$49.8K 0.48% 79
2021
Q1 		$561K Buy
6,213
+2,252
+57% +$194K 0.47% 82
2020
Q4 		$318K Buy
+3,961
New +$295K 0.27% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alta Wealth Advisors's EMR Position: Q4 2023 in Review

Alta Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 4,070 shares — an estimated $393K sold.

Alta Wealth Advisors first reported a position in EMR in Q4 2020 and held it in 12 quarters. The position peaked at $649K in Q2 2021. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • Alta Wealth Advisors reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 4,070 Emerson Electric shares in Q4 2023, an estimated $393K.
  • Alta Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and held it in 12 quarters.
  • Alta Wealth Advisors's Emerson Electric position peaked at $649K in Q2 2021.
  • 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.