Atticus Wealth Management’s Ameresco AMRC Stock Holding History

Atticus Wealth Management’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
2025 Q1	–	Sell	-600	Closed	-$14.1K	–	514
2024 Q4	$14.1K	Hold	600	–	–	﹤0.01%	362
2024 Q3	$22.8K	Hold	600	–	–	0.01%	319
2024 Q2	$17.3K	Hold	600	–	–	0.01%	328
2024 Q1	$14.5K	Hold	600	–	–	﹤0.01%	360
2023 Q4	$19K	Hold	600	–	–	0.01%	337
2023 Q3	$23.1K	Hold	600	–	–	0.01%	324
2023 Q2	$29.2K	Hold	600	–	–	0.01%	303
2023 Q1	$29.5K	Hold	600	–	–	0.01%	292
2022 Q4	$34.3K	Hold	600	–	–	0.01%	288
2022 Q3	$27K	Hold	600	–	–	0.01%	291
2022 Q2	$27K	Hold	600	–	–	0.01%	317
2022 Q1	$48K	Hold	600	–	–	0.02%	251
2021 Q4	$49K	Hold	600	–	–	0.02%	226
2021 Q3	$35K	Hold	600	–	–	0.02%	272
2021 Q2	$38K	Hold	600	–	–	0.02%	249
2021 Q1	$29K	Hold	600	–	–	0.01%	250
2020 Q4	$31K	Hold	600	–	–	0.02%	240
2020 Q3	$20K	Hold	600	–	–	0.01%	219
2020 Q2	$17K	Buy	+600	New	+$12.1K	0.01%	218

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

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Atticus Wealth Management's AMRC Position: Q1 2025 in Review

Atticus Wealth Management sold out of Ameresco (AMRC) in Q1 2025, closing a stake of 600 shares — an estimated $14.1K sold.

Atticus Wealth Management first reported a position in AMRC in Q2 2020 and held it in 19 quarters. The position peaked at $49K in Q4 2021. 179 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

Atticus Wealth Management reported no remaining Ameresco position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 600 Ameresco shares in Q1 2025, an estimated $14.1K.
Atticus Wealth Management first reported a position in Ameresco in Q2 2020 and held it in 19 quarters.
Atticus Wealth Management's Ameresco position peaked at $49K in Q4 2021.
179 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.