Advisornet Financial’s Ameresco AMRC Stock Holding History

Advisornet Financial’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4	Closed	-$127	–	2065
2023 Q4	$127	Buy	4 +2	+100%	+$60	﹤0.01%	2347
2023 Q3	$77	Sell	2 -3	-60%	-$145	﹤0.01%	2228
2023 Q2	$243	Hold	5	–	–	﹤0.01%	2192
2023 Q1	$246	Buy	5 +3	+150%	+$159	﹤0.01%	2216
2022 Q4	$114	Buy	+2	New	+$122	﹤0.01%	2282
2020 Q4	–	Sell	-97	Closed	-$3K	–	1658
2020 Q3	$3K	Hold	97	–	–	﹤0.01%	1480
2020 Q2	$3K	Hold	97	–	–	﹤0.01%	1515
2020 Q1	$2K	Hold	97	–	–	﹤0.01%	1551
2019 Q4	$2K	Hold	97	–	–	﹤0.01%	1656
2019 Q3	$2K	Hold	97	–	–	﹤0.01%	1665
2019 Q2	$1K	Hold	97	–	–	﹤0.01%	1555
2019 Q1	$2K	Buy	+97	New	+$1.52K	﹤0.01%	1404

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Advisornet Financial's AMRC Position: Q1 2024 in Review

Advisornet Financial sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 4 shares — an estimated $127 sold.

Advisornet Financial first reported a position in AMRC in Q1 2019 and held it in 12 quarters. The position peaked at $3K in Q3 2020. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

Advisornet Financial reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 4 Ameresco shares in Q1 2024, an estimated $127.
Advisornet Financial first reported a position in Ameresco in Q1 2019 and held it in 12 quarters.
Advisornet Financial's Ameresco position peaked at $3K in Q3 2020.
185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.