AF
AMRC icon

Allworth Financial’s Ameresco AMRC Stock Holding History

Allworth 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
2026
Q1 		$3.19K Buy
+125
New +$3.75K ﹤0.01% 4182
2025
Q4 		– Sell
-146
Closed -$4.9K – 5019
2025
Q3 		$4.9K Buy
+146
New +$3.34K ﹤0.01% 3563
2025
Q1 		– Sell
-7
Closed -$162 – 4059
2024
Q4 		$162 Hold
7
– – ﹤0.01% 3816
2024
Q3 		$266 Buy
+7
New +$216 ﹤0.01% 3548
2023
Q4 		– Sell
-8
Closed -$309 – 3463
2023
Q3 		$309 Buy
+8
New +$387 ﹤0.01% 3160
2022
Q3 		– Sell
-3
Closed – – 2634
2022
Q2 		$0 Sell
3
-242
-99% -$13.5K ﹤0.01% 2363
2022
Q1 		$19K Buy
+245
New +$15.5K ﹤0.01% 1272

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM