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

Atlas Private Wealth Management’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 		– Sell
-200
Closed -$18K – 187
2021
Q1 		$18K Hold
200
– – 0.01% 262
2020
Q4 		$16K Hold
200
– – 0.01% 273
2020
Q3 		$13K Buy
+200
New +$13.2K 0.01% 291

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Management's EMR Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 200 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in EMR in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 200 Emerson Electric shares in Q2 2021, an estimated $18K.
  • Atlas Private Wealth Management first reported a position in Emerson Electric in Q3 2020 and held it in 3 quarters.
  • Atlas Private Wealth Management's Emerson Electric position peaked at $18K in Q1 2021.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.