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Independent Solutions Wealth Management’s Emerson Electric EMR Stock Holding History

Independent Solutions Wealth Management’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
2021
Q4 		– Sell
-2,954
Closed -$278K – 233
2021
Q3 		$278K Buy
2,954
+575
+24% +$57.4K 0.07% 184
2021
Q2 		$229K Buy
+2,379
New +$224K 0.06% 195

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Solutions Wealth Management's EMR Position: Q4 2021 in Review

Independent Solutions Wealth Management sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 2,954 shares — an estimated $278K sold.

Independent Solutions Wealth Management first reported a position in EMR in Q2 2021 and held it in 2 quarters. The position peaked at $278K in Q3 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Independent Solutions Wealth Management reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,954 Emerson Electric shares in Q4 2021, an estimated $278K.
  • Independent Solutions Wealth Management first reported a position in Emerson Electric in Q2 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Emerson Electric position peaked at $278K in Q3 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2021, filed 19 Dec 2024.