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High Net Worth Advisory Group’s Emerson Electric EMR Stock Holding History

High Net Worth Advisory Group’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
-613
Closed -$58.9K – 295
2022
Q4 		$58.9K Sell
613
-50
-8% -$4.5K 0.02% 300
2022
Q3 		$49K Buy
663
+1
+0.2% +$83 0.02% 328
2022
Q2 		$53K Hold
662
– – 0.02% 315
2022
Q1 		$65K Sell
662
-119
-15% -$11.3K 0.02% 307
2021
Q4 		$73K Buy
+781
New +$73.5K 0.03% 299

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Net Worth Advisory Group's EMR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 613 shares — an estimated $58.9K sold.

High Net Worth Advisory Group first reported a position in EMR in Q4 2021 and held it in 5 quarters. The position peaked at $73K in Q4 2021. 1,750 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 613 Emerson Electric shares in Q1 2023, an estimated $58.9K.
  • High Net Worth Advisory Group first reported a position in Emerson Electric in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Emerson Electric position peaked at $73K in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.