AWM
EMR icon

Avitas Wealth Management’s Emerson Electric EMR Stock Holding History

Avitas 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
2022
Q3 		– Sell
-22,347
Closed -$1.78M – 194
2022
Q2 		$1.78M Buy
+22,347
New +$1.97M 0.39% 83

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avitas Wealth Management's EMR Position: Q3 2022 in Review

Avitas Wealth Management sold out of Emerson Electric (EMR) in Q3 2022, closing a stake of 22,347 shares — an estimated $1.78M sold.

Avitas Wealth Management first reported a position in EMR in Q2 2022 and held it in 1 quarter. The position peaked at $1.78M in Q2 2022. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

  • Avitas Wealth Management reported no remaining Emerson Electric position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 22,347 Emerson Electric shares in Q3 2022, an estimated $1.78M.
  • Avitas Wealth Management first reported a position in Emerson Electric in Q2 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Emerson Electric position peaked at $1.78M in Q2 2022.
  • 1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.