Schneider Downs Wealth Management Advisors’s Emclaire Financial Corp EMCF Stock Holding History

Schneider Downs Wealth Management Advisors’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 Q3	–	Sell	-98,729	Closed	-$3.45M	–	145
2022 Q2	$3.45M	Hold	98,729	–	–	0.96%	18
2022 Q1	$3.7M	Sell	98,729 -1,502	-1%	-$44.1K	0.94%	18
2021 Q4	$2.9M	Hold	100,231	–	–	0.69%	21
2021 Q3	$2.65M	Buy	100,231 +1,000	+1%	+$28K	0.69%	23
2021 Q2	$2.88M	Buy	+99,231	New	+$2.78M	0.75%	21

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

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's EMCF Position: Q3 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Emclaire Financial Corp (EMCF) in Q3 2022, closing a stake of 98,729 shares — an estimated $3.45M sold.

Schneider Downs Wealth Management Advisors first reported a position in EMCF in Q2 2021 and held it in 5 quarters. The position peaked at $3.7M in Q1 2022. 15 funds tracked by Wall St. Rank hold EMCF as of Q3 2022.

Schneider Downs Wealth Management Advisors reported no remaining Emclaire Financial Corp position as of Q3 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 98,729 Emclaire Financial Corp shares in Q3 2022, an estimated $3.45M.
Schneider Downs Wealth Management Advisors first reported a position in Emclaire Financial Corp in Q2 2021 and held it in 5 quarters.
Schneider Downs Wealth Management Advisors's Emclaire Financial Corp position peaked at $3.7M in Q1 2022.
15 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q3 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.