Avantax Advisory Services’s Ameresco AMRC Stock Holding History

Avantax Advisory Services’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
2022 Q1	–	Sell	-2,967	Closed	-$242K	–	1280
2021 Q4	$242K	Buy	+2,967	New	+$237K	﹤0.01%	1080
2021 Q3	–	Sell	-5,179	Closed	-$324K	–	1179
2021 Q2	$324K	Buy	5,179 +836	+19%	+$45K	0.01%	869
2021 Q1	$212K	Buy	+4,343	New	+$239K	﹤0.01%	947

Other funds holding AMRC

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Avantax Advisory Services's AMRC Position: Q1 2022 in Review

Avantax Advisory Services sold out of Ameresco (AMRC) in Q1 2022, closing a stake of 2,967 shares — an estimated $242K sold.

Avantax Advisory Services first reported a position in AMRC in Q1 2021 and held it in 3 quarters. The position peaked at $324K in Q2 2021. 211 funds tracked by Wall St. Rank hold AMRC as of Q1 2022.

Avantax Advisory Services reported no remaining Ameresco position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,967 Ameresco shares in Q1 2022, an estimated $242K.
Avantax Advisory Services first reported a position in Ameresco in Q1 2021 and held it in 3 quarters.
Avantax Advisory Services's Ameresco position peaked at $324K in Q2 2021.
211 funds tracked by Wall St. Rank held Ameresco as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.