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Phoenix Wealth Advisors’s Emerson Electric EMR Stock Holding History

Phoenix Wealth Advisors’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
-915
Closed -$86K – 188
2021
Q3 		$86K Hold
915
– – 0.06% 155
2021
Q2 		$88K Hold
915
– – 0.06% 160
2021
Q1 		$83K Hold
915
– – 0.06% 161
2020
Q4 		$74K Buy
+915
New +$68K 0.06% 164

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

Phoenix Wealth Advisors's EMR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 915 shares — an estimated $86K sold.

Phoenix Wealth Advisors first reported a position in EMR in Q4 2020 and held it in 4 quarters. The position peaked at $88K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 915 Emerson Electric shares in Q4 2021, an estimated $86K.
  • Phoenix Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Emerson Electric position peaked at $88K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.