CIAS
EMCF

CBIZ Investment Advisory Services’s Emclaire Financial Corp EMCF Stock Holding History

CBIZ Investment Advisory Services’s Portfolio EMCF Stock Details EMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,852
Closed -$911K – 33
2022
Q3 		$911K Sell
25,852
-2,142
-8% -$72.4K 0.92% 16
2022
Q2 		$963K Hold
27,994
– – 0.09% 23
2022
Q1 		$1.05M Hold
27,994
– – 0.09% 11
2021
Q4 		$809K Buy
+27,994
New +$786K 0.06% 26
2021
Q3 		– Hold
0
– – – 26
2021
Q2 		– Hold
0
– – – 26
2020
Q4 		– Hold
0
– – – 18
2020
Q3 		– Hold
0
– – – 20
2020
Q2 		– Hold
0
– – – 20
2020
Q1 		– Hold
0
– – – 18
2019
Q4 		– Hold
0
– – – 23

Other funds holding EMCF

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CBIZ Investment Advisory Services's EMCF Position: Q4 2022 in Review

CBIZ Investment Advisory Services sold out of Emclaire Financial Corp (EMCF) in Q4 2022, closing a stake of 25,852 shares — an estimated $911K sold.

CBIZ Investment Advisory Services first reported a position in EMCF in Q4 2021 and held it in 4 quarters. The position peaked at $1.05M in Q1 2022. 15 funds tracked by Wall St. Rank hold EMCF as of Q4 2022.

  • CBIZ Investment Advisory Services reported no remaining Emclaire Financial Corp position as of Q4 2022 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 25,852 Emclaire Financial Corp shares in Q4 2022, an estimated $911K.
  • CBIZ Investment Advisory Services first reported a position in Emclaire Financial Corp in Q4 2021 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Emclaire Financial Corp position peaked at $1.05M in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q4 2022.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2022, filed 1 Feb 2023.