AWA
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ARS Wealth Advisors’s Emerson Electric EMR Stock Holding History

ARS 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
2021
Q2 		$247K Buy
2,571
+150
+6% +$14.1K 0.04% 122
2021
Q1 		$218K Buy
+2,421
New +$208K 0.05% 119

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ARS Wealth Advisors's EMR Position: Q2 2021 in Review

ARS Wealth Advisors increased its Emerson Electric (EMR) stake by 6.2% in Q2 2021, buying an estimated $14.1K and bringing the position to 2,571 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #122.

ARS Wealth Advisors first reported a position in EMR in Q1 2021 and has held it in 2 quarters since. 1,698 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • ARS Wealth Advisors held 2,571 shares of Emerson Electric worth $247K as of Q2 2021.
  • ARS Wealth Advisors bought 150 Emerson Electric shares in Q2 2021, an estimated $14.1K.
  • Emerson Electric made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #122 holding.
  • ARS Wealth Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 2 quarters since.
  • 1,698 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.