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Wealth Management Partners’s Emerson Electric EMR Stock Holding History

Wealth Management Partners’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
-3,200
Closed -$301K – 113
2021
Q3 		$301K Hold
3,200
– – 0.22% 89
2021
Q2 		$308K Hold
3,200
– – 0.21% 94
2021
Q1 		$291K Hold
3,200
– – 0.22% 95
2020
Q4 		$262K Buy
+3,200
New +$238K 0.21% 99

Other funds holding EMR

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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

Wealth Management Partners's EMR Position: Q4 2021 in Review

Wealth Management Partners sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 3,200 shares — an estimated $301K sold.

Wealth Management Partners first reported a position in EMR in Q4 2020 and held it in 4 quarters. The position peaked at $308K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Wealth Management Partners reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Wealth Management Partners sold 3,200 Emerson Electric shares in Q4 2021, an estimated $301K.
  • Wealth Management Partners first reported a position in Emerson Electric in Q4 2020 and held it in 4 quarters.
  • Wealth Management Partners's Emerson Electric position peaked at $308K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Wealth Management Partners's 13F filing for Q4 2021, filed 19 Jan 2022.