FirstPurpose Wealth’s Emerson Electric EMR Stock Holding History

FirstPurpose Wealth’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 Q1	–	Sell	-2,342	Closed	-$225K	–	194
2022 Q4	$225K	Buy	+2,342	New	+$211K	0.13%	158

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

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

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

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

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

FirstPurpose Wealth's EMR Position: Q1 2023 in Review

FirstPurpose Wealth sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 2,342 shares — an estimated $225K sold.

FirstPurpose Wealth first reported a position in EMR in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

FirstPurpose Wealth reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
FirstPurpose Wealth sold 2,342 Emerson Electric shares in Q1 2023, an estimated $225K.
FirstPurpose Wealth first reported a position in Emerson Electric in Q4 2022 and held it in 1 quarter.
FirstPurpose Wealth's Emerson Electric position peaked at $225K in Q4 2022.
1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on FirstPurpose Wealth's 13F filing for Q1 2023, filed 3 May 2023.