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BSW Wealth Partners’s Emerson Electric EMR Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-4,779
Closed -$460K – 257
2021
Q2 		$460K Sell
4,779
-313
-6% -$29.4K 0.13% 105
2021
Q1 		$459K Buy
5,092
+1,511
+42% +$130K 0.13% 94
2020
Q4 		$288K Buy
3,581
+327
+10% +$24.3K 0.09% 130
2020
Q3 		$213K Sell
3,254
-199
-6% -$13.1K 0.08% 132
2020
Q2 		$214K Buy
+3,453
New +$196K 0.07% 130
2015
Q3 		– Sell
-3,737
Closed -$207K – 61
2015
Q2 		$207K Buy
+3,737
New +$220K 0.13% 56

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BSW Wealth Partners's EMR Position: Q3 2021 in Review

BSW Wealth Partners sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 4,779 shares — an estimated $460K sold.

BSW Wealth Partners first reported a position in EMR in Q2 2015 and held it in 6 quarters. The position peaked at $460K in Q2 2021. 1,687 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • BSW Wealth Partners reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 4,779 Emerson Electric shares in Q3 2021, an estimated $460K.
  • BSW Wealth Partners first reported a position in Emerson Electric in Q2 2015 and held it in 6 quarters.
  • BSW Wealth Partners's Emerson Electric position peaked at $460K in Q2 2021.
  • 1,687 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.