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Tyler-Stone Wealth Management’s Emcor EME Stock Holding History

Tyler-Stone Wealth Management’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
-20
Closed -$3K – 866
2021
Q4 		$3K Buy
+20
New +$2.48K ﹤0.01% 754

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

Tyler-Stone Wealth Management's EME Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Emcor (EME) in Q1 2022, closing a stake of 20 shares — an estimated $3K sold.

Tyler-Stone Wealth Management first reported a position in EME in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 394 funds tracked by Wall St. Rank hold EME as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Emcor position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 Emcor shares in Q1 2022, an estimated $3K.
  • Tyler-Stone Wealth Management first reported a position in Emcor in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Emcor position peaked at $3K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Emcor as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.