WFA
EMR icon

West Financial Advisors’s Emerson Electric EMR Stock Holding History

West Financial 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
Q4 		– Sell
-51
Closed -$4.93K – 170
2023
Q3 		$4.93K Buy
+51
New +$4.86K ﹤0.01% 154
2022
Q2 		– Sell
-69
Closed -$7K – 173
2022
Q1 		$7K Buy
+69
New +$6.53K ﹤0.01% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Financial Advisors's EMR Position: Q4 2023 in Review

West Financial Advisors sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 51 shares — an estimated $4.93K sold.

West Financial Advisors first reported a position in EMR in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • West Financial Advisors reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 51 Emerson Electric shares in Q4 2023, an estimated $4.93K.
  • West Financial Advisors first reported a position in Emerson Electric in Q1 2022 and held it in 2 quarters.
  • West Financial Advisors's Emerson Electric position peaked at $7K in Q1 2022.
  • 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.