Financial Synergies Wealth Advisors’s Emerson Electric EMR Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-176	Closed	-$20K	–	181
2024 Q1	$20K	Buy	+176	New	+$18.1K	﹤0.01%	196
2023 Q4	–	Sell	-175	Closed	-$16.9K	–	489
2023 Q3	$16.9K	Buy	175 +1	+0.6%	+$95	﹤0.01%	192
2023 Q2	$15.7K	Buy	174 +1	+0.6%	+$84	﹤0.01%	193
2023 Q1	$15K	Buy	+173	New	+$15.1K	﹤0.01%	205

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's EMR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2024, closing a stake of 176 shares — an estimated $20K sold.

Financial Synergies Wealth Advisors first reported a position in EMR in Q1 2023 and held it in 4 quarters. The position peaked at $20K in Q1 2024. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Emerson Electric position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 176 Emerson Electric shares in Q2 2024, an estimated $20K.
Financial Synergies Wealth Advisors first reported a position in Emerson Electric in Q1 2023 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Emerson Electric position peaked at $20K in Q1 2024.
1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.