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Resurgent Financial Advisors’s Emerson Electric EMR Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-505
Closed -$49.2K – 275
2023
Q4 		$49.2K Sell
505
-18
-3% -$1.65K 0.03% 336
2023
Q3 		$50.5K Buy
523
+135
+35% +$12.9K 0.03% 327
2023
Q2 		$35.1K Buy
388
+4
+1% +$337 0.02% 394
2023
Q1 		$33.5K Buy
384
+47
+14% +$4.11K 0.02% 397
2022
Q4 		$32.4K Buy
+337
New +$30.3K 0.02% 519

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Resurgent Financial Advisors's EMR Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 505 shares — an estimated $49.2K sold.

Resurgent Financial Advisors first reported a position in EMR in Q4 2022 and held it in 5 quarters. The position peaked at $50.5K in Q3 2023. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 505 Emerson Electric shares in Q1 2024, an estimated $49.2K.
  • Resurgent Financial Advisors first reported a position in Emerson Electric in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Emerson Electric position peaked at $50.5K in Q3 2023.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.