TFO Wealth Partners’s Emcor EME Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-3	Closed	-$1.05K	–	262
2024 Q1	$1.05K	Sell	3 -1	-25%	-$268	﹤0.01%	158
2023 Q4	$862	Hold	4	–	–	﹤0.01%	226
2023 Q3	$739	Buy	4 +1	+33%	+$209	﹤0.01%	347
2023 Q2	$554	Hold	3	–	–	﹤0.01%	267
2023 Q1	$488	Sell	3 -44	-94%	-$6.77K	﹤0.01%	251
2022 Q4	$855	Buy	+47	New	+$6.67K	﹤0.01%	395

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

TFO Wealth Partners's EME Position: Q2 2024 in Review

TFO Wealth Partners sold out of Emcor (EME) in Q2 2024, closing a stake of 3 shares — an estimated $1.05K sold.

TFO Wealth Partners first reported a position in EME in Q4 2022 and held it in 6 quarters. The position peaked at $1.05K in Q1 2024. 747 funds tracked by Wall St. Rank hold EME as of Q2 2024.

TFO Wealth Partners reported no remaining Emcor position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Emcor shares in Q2 2024, an estimated $1.05K.
TFO Wealth Partners first reported a position in Emcor in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Emcor position peaked at $1.05K in Q1 2024.
747 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.