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WealthShield Partners’s Emerson Electric EMR Stock Holding History

WealthShield 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
Q3 		– Sell
-3,957
Closed -$381K – 371
2021
Q2 		$381K Buy
3,957
+164
+4% +$15.4K 0.06% 181
2021
Q1 		$342K Sell
3,793
-1,100
-22% -$94.6K 0.06% 189
2020
Q4 		$393K Sell
4,893
-1,089
-18% -$81K 0.07% 205
2020
Q3 		$392K Buy
+5,982
New +$394K 0.14% 160
2018
Q4 		– Sell
-2,650
Closed -$203K – 250
2018
Q3 		$203K Buy
+2,650
New +$195K 0.12% 124

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthShield Partners's EMR Position: Q3 2021 in Review

WealthShield Partners sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 3,957 shares — an estimated $381K sold.

WealthShield Partners first reported a position in EMR in Q3 2018 and held it in 5 quarters. The position peaked at $393K in Q4 2020. 1,686 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • WealthShield Partners reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,957 Emerson Electric shares in Q3 2021, an estimated $381K.
  • WealthShield Partners first reported a position in Emerson Electric in Q3 2018 and held it in 5 quarters.
  • WealthShield Partners's Emerson Electric position peaked at $393K in Q4 2020.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.