Evolution Wealth Advisors’s Emcor EME Stock Holding History

Evolution 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
2021 Q2	–	Sell	-141	Closed	-$16K	–	641
2021 Q1	$16K	Buy	+141	New	+$14.1K	﹤0.01%	329

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's EME Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Emcor (EME) in Q2 2021, closing a stake of 141 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in EME in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 374 funds tracked by Wall St. Rank hold EME as of Q2 2021.

Evolution Wealth Advisors reported no remaining Emcor position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 141 Emcor shares in Q2 2021, an estimated $16K.
Evolution Wealth Advisors first reported a position in Emcor in Q1 2021 and held it in 1 quarter.
Evolution Wealth Advisors's Emcor position peaked at $16K in Q1 2021.
374 funds tracked by Wall St. Rank held Emcor as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.