Global Wealth Management Investment Advisory’s Emerson Electric EMR Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-1,000	Closed	-$97.3K	–	232
2023 Q4	$97.3K	Hold	1,000	–	–	0.03%	154
2023 Q3	$96.6K	Hold	1,000	–	–	0.03%	157
2023 Q2	$90.4K	Buy	+1,000	New	+$84.2K	0.02%	164
2022 Q3	–	Sell	-37	Closed	-$3K	–	245
2022 Q2	$3K	Buy	+37	New	+$3.26K	﹤0.01%	375
2019 Q4	–	Sell	-26	Closed	-$2K	–	643
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	503
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	552
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	539
2018 Q4	$2K	Buy	+26	New	+$1.75K	﹤0.01%	575

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

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

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

Norges Bank Oslo, Norway $935B AUM

Global Wealth Management Investment Advisory's EMR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 1,000 shares — an estimated $97.3K sold.

Global Wealth Management Investment Advisory first reported a position in EMR in Q4 2018 and held it in 8 quarters. The position peaked at $97.3K in Q4 2023. 1,958 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,000 Emerson Electric shares in Q1 2024, an estimated $97.3K.
Global Wealth Management Investment Advisory first reported a position in Emerson Electric in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Emerson Electric position peaked at $97.3K in Q4 2023.
1,958 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.