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Confluence Wealth Services’s Emcor EME Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-177
Closed -$22K – 489
2021
Q4 		$22K Buy
+177
New +$21.9K 0.01% 704

Other funds holding EME

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's EME Position: Q1 2022 in Review

Confluence Wealth Services sold out of Emcor (EME) in Q1 2022, closing a stake of 177 shares — an estimated $22K sold.

Confluence Wealth Services first reported a position in EME in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 394 funds tracked by Wall St. Rank hold EME as of Q1 2022.

  • Confluence Wealth Services reported no remaining Emcor position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 177 Emcor shares in Q1 2022, an estimated $22K.
  • Confluence Wealth Services first reported a position in Emcor in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Emcor position peaked at $22K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Emcor as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.