BDO Wealth Advisors’s Emcor EME Stock Holding History

BDO Wealth Advisors’s Portfolio EME Stock Details EME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$108K	Hold	586	–	–	0.01%	333
2023 Q1	$95.2K	Buy	586 +1	+0.2%	+$154	0.01%	333
2022 Q4	$86.7K	Hold	585	–	–	0.01%	349
2022 Q3	$68K	Buy	585 +95	+19%	+$10.9K	0.01%	370
2022 Q2	$50K	Hold	490	–	–	0.01%	406
2022 Q1	$55K	Hold	490	–	–	0.01%	413
2021 Q4	$62K	Hold	490	–	–	0.01%	413
2021 Q3	$57K	Hold	490	–	–	0.01%	427
2021 Q2	$60K	Hold	490	–	–	0.01%	438
2021 Q1	$55K	Hold	490	–	–	0.01%	440
2020 Q4	$45K	Hold	490	–	–	0.01%	365
2020 Q3	$33K	Hold	490	–	–	0.01%	374
2020 Q2	$32K	Hold	490	–	–	0.01%	370
2020 Q1	$30K	Buy	490 +445	+989%	+$34.3K	0.01%	393
2019 Q4	$4K	Hold	45	–	–	﹤0.01%	509
2019 Q3	$4K	Buy	+45	New	+$3.83K	﹤0.01%	530
2018 Q2	–	Sell	-200	Closed	-$16K	–	648
2018 Q1	$16K	Buy	+200	New	+$15.9K	0.01%	350

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BDO Wealth Advisors's EME Position: Q2 2023 in Review

BDO Wealth Advisors held its Emcor (EME) position steady in Q2 2023 at 586 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #333.

BDO Wealth Advisors first reported a position in EME in Q1 2018 and has held it in 17 quarters since. 493 funds tracked by Wall St. Rank hold EME as of Q2 2023.

BDO Wealth Advisors held 586 shares of Emcor worth $108K as of Q2 2023.
BDO Wealth Advisors left its Emcor share count unchanged in Q2 2023.
Emcor made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #333 holding.
BDO Wealth Advisors first reported a position in Emcor in Q1 2018 and has held it in 17 quarters since.
493 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.