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BDO Wealth Advisors’s Emerson Electric EMR Stock Holding History

BDO 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
Q2 		$14.7K Buy
163
+115
+240% +$9.68K ﹤0.01% 645
2023
Q1 		$4.18K Sell
48
-48
-50% -$4.2K ﹤0.01% 819
2022
Q4 		$9.22K Sell
96
-106
-52% -$9.53K ﹤0.01% 696
2022
Q3 		$15K Sell
202
-120
-37% -$9.97K ﹤0.01% 623
2022
Q2 		$26K Hold
322
– – ﹤0.01% 512
2022
Q1 		$32K Hold
322
– – ﹤0.01% 509
2021
Q4 		$30K Buy
322
+88
+38% +$8.29K ﹤0.01% 545
2021
Q3 		$22K Hold
234
– – ﹤0.01% 590
2021
Q2 		$23K Hold
234
– – ﹤0.01% 591
2021
Q1 		$21K Buy
234
+128
+121% +$11K ﹤0.01% 607
2020
Q4 		$9K Hold
106
– – ﹤0.01% 557
2020
Q3 		$7K Sell
106
-94
-47% -$6.19K ﹤0.01% 518
2020
Q2 		$12K Sell
200
-47
-19% -$2.67K ﹤0.01% 479
2020
Q1 		$12K Buy
+247
New +$16.3K ﹤0.01% 520
2019
Q4 		– Sell
-20,000
Closed -$1.34M – 595
2019
Q3 		$1.34M Buy
+20,000
New +$1.26M 0.34% 58
2019
Q2 		– Sell
-118
Closed -$8K – 630
2019
Q1 		$8K Sell
118
-1,400
-92% -$92.1K ﹤0.01% 439
2018
Q4 		$91K Sell
1,518
-75
-5% -$5.06K 0.03% 213
2018
Q3 		$122K Sell
1,593
-241
-13% -$17.8K 0.04% 199
2018
Q2 		$127K Buy
1,834
+1,398
+321% +$98.2K 0.04% 196
2018
Q1 		$30K Buy
436
+232
+114% +$16.5K 0.01% 289
2017
Q4 		$14K Sell
204
-2
-1% -$130 0.01% 302
2017
Q3 		$13K Sell
206
-256
-55% -$15.4K 0.01% 289
2017
Q2 		$28K Buy
+462
New +$27.4K 0.01% 275

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's EMR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Emerson Electric (EMR) stake by 240% in Q2 2023, buying an estimated $9.68K and bringing the position to 163 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

BDO Wealth Advisors first reported a position in EMR in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.34M in Q3 2019. 1,781 funds tracked by Wall St. Rank hold EMR as of Q2 2023.

  • BDO Wealth Advisors held 163 shares of Emerson Electric worth $14.7K as of Q2 2023.
  • BDO Wealth Advisors bought 115 Emerson Electric shares in Q2 2023, an estimated $9.68K.
  • Emerson Electric made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #645 holding.
  • BDO Wealth Advisors first reported a position in Emerson Electric in Q2 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's Emerson Electric position peaked at $1.34M in Q3 2019.
  • 1,781 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.