Capital Advisory Group Advisory Services’s Emerson Electric EMR Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-69	Closed	-$7K	–	289
2022 Q1	$7K	Buy	+69	New	+$6.53K	﹤0.01%	400
2021 Q4	–	Sell	-2,945	Closed	-$277K	–	260
2021 Q3	$277K	Buy	2,945 +164	+6%	+$16.4K	0.1%	164
2021 Q2	$268K	Buy	2,781 +87	+3%	+$8.18K	0.1%	164
2021 Q1	$243K	Sell	2,694 -214	-7%	-$18.4K	0.09%	163
2020 Q4	$234K	Buy	2,908 +96	+3%	+$7.14K	0.1%	158
2020 Q3	$184K	Sell	2,812 -52	-2%	-$3.42K	0.1%	139
2020 Q2	$178K	Buy	2,864 +1,007	+54%	+$57.2K	0.1%	138
2020 Q1	$90K	Buy	+1,857	New	+$122K	0.11%	88

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Advisory Group Advisory Services's EMR Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 69 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in EMR in Q1 2020 and held it in 8 quarters. The position peaked at $277K in Q3 2021. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 69 Emerson Electric shares in Q2 2022, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in Emerson Electric in Q1 2020 and held it in 8 quarters.
Capital Advisory Group Advisory Services's Emerson Electric position peaked at $277K in Q3 2021.
1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.