Ten Capital Wealth Advisors’s Emerson Electric EMR Stock Holding History

Ten Capital 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
2023 Q2	$154K	Buy	1,707 +634	+59%	+$53.4K	0.04%	154
2023 Q1	$93.5K	Sell	1,073 -71	-6%	-$6.21K	0.03%	166
2022 Q4	$110K	Sell	1,144 -90	-7%	-$8.09K	0.04%	126
2022 Q3	$90K	Buy	1,234 +161	+15%	+$13.4K	0.04%	124
2022 Q2	$85K	Hold	1,073	–	–	0.04%	124
2022 Q1	$105K	Buy	1,073 +700	+188%	+$66.3K	0.04%	113
2021 Q4	$35K	Sell	373 -100	-21%	-$9.42K	0.01%	163
2021 Q3	$45K	Buy	473 +440	+1,333%	+$43.9K	0.02%	140
2021 Q2	$3K	Buy	+33	New	+$3.1K	﹤0.01%	394

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ten Capital Wealth Advisors's EMR Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Emerson Electric (EMR) stake by 59% in Q2 2023, buying an estimated $53.4K and bringing the position to 1,707 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #154.

Ten Capital Wealth Advisors first reported a position in EMR in Q2 2021 and has held it in 9 quarters since. 1,781 funds tracked by Wall St. Rank hold EMR as of Q2 2023.

Ten Capital Wealth Advisors held 1,707 shares of Emerson Electric worth $154K as of Q2 2023.
Ten Capital Wealth Advisors bought 634 Emerson Electric shares in Q2 2023, an estimated $53.4K.
Emerson Electric made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #154 holding.
Ten Capital Wealth Advisors first reported a position in Emerson Electric in Q2 2021 and has held it in 9 quarters since.
1,781 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.