Western Pacific Wealth Management’s Emerson Electric EMR Stock Holding History

Western Pacific Wealth Management’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	-339	Closed	-$32.7K	–	255
2023 Q3	$32.7K	Sell	339 -100	-23%	-$9.52K	0.03%	161
2023 Q2	$39.7K	Sell	439 -127	-22%	-$10.7K	0.03%	155
2023 Q1	$49.3K	Hold	566	–	–	0.04%	146
2022 Q4	$54.4K	Buy	566 +204	+56%	+$18.3K	0.05%	130
2022 Q3	$26K	Buy	+362	New	+$30.1K	0.03%	152

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Western Pacific Wealth Management's EMR Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 339 shares — an estimated $32.7K sold.

Western Pacific Wealth Management first reported a position in EMR in Q3 2022 and held it in 5 quarters. The position peaked at $54.4K in Q4 2022. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Western Pacific Wealth Management reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 339 Emerson Electric shares in Q4 2023, an estimated $32.7K.
Western Pacific Wealth Management first reported a position in Emerson Electric in Q3 2022 and held it in 5 quarters.
Western Pacific Wealth Management's Emerson Electric position peaked at $54.4K in Q4 2022.
1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.