PWMG
EMR icon

Provence Wealth Management Group’s Emerson Electric EMR Stock Holding History

Provence Wealth Management 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
Q4 		$4.28K Hold
44
– – ﹤0.01% 370
2023
Q3 		$4.25K Buy
+44
New +$4.19K ﹤0.01% 371

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Provence Wealth Management Group's EMR Position: Q4 2023 in Review

Provence Wealth Management Group held its Emerson Electric (EMR) position steady in Q4 2023 at 44 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Provence Wealth Management Group first reported a position in EMR in Q3 2023 and has held it in 2 quarters since. 1,865 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • Provence Wealth Management Group held 44 shares of Emerson Electric worth $4.28K as of Q4 2023.
  • Provence Wealth Management Group left its Emerson Electric share count unchanged in Q4 2023.
  • Emerson Electric made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #370 holding.
  • Provence Wealth Management Group first reported a position in Emerson Electric in Q3 2023 and has held it in 2 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.