APWA
EMR icon

Atlas Private Wealth Advisors’s Emerson Electric EMR Stock Holding History

Atlas Private 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
Q4 		– Sell
-49
Closed -$5K – 319
2021
Q3 		$5K Hold
49
– – ﹤0.01% 562
2021
Q2 		$5K Sell
49
-147
-75% -$13.8K ﹤0.01% 569
2021
Q1 		$18K Hold
196
– – 0.01% 393
2020
Q4 		$16K Hold
196
– – 0.01% 363
2020
Q3 		$13K Hold
196
– – 0.01% 360
2020
Q2 		$12K Buy
+196
New +$11.1K 0.01% 379

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Atlas Private Wealth Advisors's EMR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 49 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in EMR in Q2 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 49 Emerson Electric shares in Q4 2021, an estimated $5K.
  • Atlas Private Wealth Advisors first reported a position in Emerson Electric in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Emerson Electric position peaked at $18K in Q1 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.