Avion Wealth’s Ameresco AMRC Stock Holding History

Avion Wealth’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 Q3	–	Sell	-14	Closed	–	–	974
2024 Q2	$0	Buy	+14	New	+$386	﹤0.01%	887

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

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

SIMG

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

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

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

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

Avion Wealth's AMRC Position: Q3 2024 in Review

Avion Wealth sold out of Ameresco (AMRC) in Q3 2024, closing a stake of 14 shares.

Avion Wealth first reported a position in AMRC in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 185 funds tracked by Wall St. Rank hold AMRC as of Q3 2024.

Avion Wealth reported no remaining Ameresco position as of Q3 2024 after selling out during the quarter.
Avion Wealth sold 14 Ameresco shares in Q3 2024.
Avion Wealth first reported a position in Ameresco in Q2 2024 and held it in 1 quarter.
Avion Wealth's Ameresco position peaked at $0 in Q2 2024.
185 funds tracked by Wall St. Rank held Ameresco as of Q3 2024.

Based on Avion Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.