FWA
EMR icon

Freedom Wealth Alliance’s Emerson Electric EMR Stock Holding History

Freedom Wealth Alliance’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
-200
Closed -$19.2K – 177
2022
Q4 		$19.2K Buy
+200
New +$18K 0.03% 212

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

Freedom Wealth Alliance's EMR Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 200 shares — an estimated $19.2K sold.

Freedom Wealth Alliance first reported a position in EMR in Q4 2022 and held it in 1 quarter. The position peaked at $19.2K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 200 Emerson Electric shares in Q1 2023, an estimated $19.2K.
  • Freedom Wealth Alliance first reported a position in Emerson Electric in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Emerson Electric position peaked at $19.2K in Q4 2022.
  • 1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.