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San Luis Wealth Advisors’s Emerson Electric EMR Stock Holding History

San Luis 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
2022
Q2 		– Sell
-2,159
Closed -$201K – 181
2022
Q1 		$201K Buy
+2,159
New +$204K 0.1% 149
2021
Q4 		– Sell
-2,192
Closed -$206K – 103
2021
Q3 		$206K Buy
+2,192
New +$219K 0.11% 146
2020
Q4 		$344K Buy
+4,285
New +$319K 0.22% 106

Other funds holding EMR

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

San Luis Wealth Advisors's EMR Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 2,159 shares — an estimated $201K sold.

San Luis Wealth Advisors first reported a position in EMR in Q4 2020 and held it in 3 quarters. The position peaked at $344K in Q4 2020. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,159 Emerson Electric shares in Q2 2022, an estimated $201K.
  • San Luis Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and held it in 3 quarters.
  • San Luis Wealth Advisors's Emerson Electric position peaked at $344K in Q4 2020.
  • 1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.