IWS
EMR icon

Insight Wealth Strategies’s Emerson Electric EMR Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-3,064
Closed -$276K – 202
2021
Q1 		$276K Sell
3,064
-344
-10% -$29.6K 0.04% 186
2020
Q4 		$274K Sell
3,408
-526
-13% -$39.1K 0.05% 179
2020
Q3 		$258K Buy
+3,934
New +$259K 0.05% 162
2019
Q3 		– Sell
-9,079
Closed -$606K – 188
2019
Q2 		$606K Buy
9,079
+76
+0.8% +$5.09K 0.15% 91
2019
Q1 		$616K Buy
9,003
+1,118
+14% +$73.5K 0.17% 83
2018
Q4 		$471K Buy
+7,885
New +$532K 0.14% 87

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Wealth Strategies's EMR Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 3,064 shares — an estimated $276K sold.

Insight Wealth Strategies first reported a position in EMR in Q4 2018 and held it in 6 quarters. The position peaked at $616K in Q1 2019. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,064 Emerson Electric shares in Q2 2021, an estimated $276K.
  • Insight Wealth Strategies first reported a position in Emerson Electric in Q4 2018 and held it in 6 quarters.
  • Insight Wealth Strategies's Emerson Electric position peaked at $616K in Q1 2019.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.