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WealthSource Partners’s Emerson Electric EMR Stock Holding History

WealthSource 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
2022
Q1 		– Sell
-2,198
Closed -$204K – 583
2021
Q4 		$204K Buy
+2,198
New +$207K 0.02% 524
2020
Q1 		– Sell
-2,811
Closed -$214K – 366
2019
Q4 		$214K Buy
+2,811
New +$203K 0.03% 386
2018
Q3 		– Sell
-3,211
Closed -$222K – 323
2018
Q2 		$222K Buy
+3,211
New +$226K 0.06% 262

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthSource Partners's EMR Position: Q1 2022 in Review

WealthSource Partners sold out of Emerson Electric (EMR) in Q1 2022, closing a stake of 2,198 shares — an estimated $204K sold.

WealthSource Partners first reported a position in EMR in Q2 2018 and held it in 3 quarters. The position peaked at $222K in Q2 2018. 1,794 funds tracked by Wall St. Rank hold EMR as of Q1 2022.

  • WealthSource Partners reported no remaining Emerson Electric position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,198 Emerson Electric shares in Q1 2022, an estimated $204K.
  • WealthSource Partners first reported a position in Emerson Electric in Q2 2018 and held it in 3 quarters.
  • WealthSource Partners's Emerson Electric position peaked at $222K in Q2 2018.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.