Heritage Oak Wealth Advisors’s Emcor EME Stock Holding History

Heritage Oak 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
2024 Q4	–	Sell	-1,001	Closed	-$431K	–	94
2024 Q3	$431K	Buy	+1,001	New	+$378K	0.2%	75

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Oak Wealth Advisors's EME Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Emcor (EME) in Q4 2024, closing a stake of 1,001 shares — an estimated $431K sold.

Heritage Oak Wealth Advisors first reported a position in EME in Q3 2024 and held it in 1 quarter. The position peaked at $431K in Q3 2024. 891 funds tracked by Wall St. Rank hold EME as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Emcor position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 1,001 Emcor shares in Q4 2024, an estimated $431K.
Heritage Oak Wealth Advisors first reported a position in Emcor in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Emcor position peaked at $431K in Q3 2024.
891 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.