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Avior Wealth Management’s Ameresco AMRC Stock Holding History

Avior 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
2024
Q2 		– Sell
-41
Closed -$989 – 2325
2024
Q1 		$989 Buy
+41
New +$919 ﹤0.01% 2402
2022
Q4 		– Sell
-350
Closed -$21.3K – 1280
2022
Q3 		$23K Buy
+350
New +$21.5K ﹤0.01% 718

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's AMRC Position: Q2 2024 in Review

Avior Wealth Management sold out of Ameresco (AMRC) in Q2 2024, closing a stake of 41 shares — an estimated $989 sold.

Avior Wealth Management first reported a position in AMRC in Q3 2022 and held it in 2 quarters. The position peaked at $23K in Q3 2022. 188 funds tracked by Wall St. Rank hold AMRC as of Q2 2024.

  • Avior Wealth Management reported no remaining Ameresco position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 41 Ameresco shares in Q2 2024, an estimated $989.
  • Avior Wealth Management first reported a position in Ameresco in Q3 2022 and held it in 2 quarters.
  • Avior Wealth Management's Ameresco position peaked at $23K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Ameresco as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.