Baldwin Wealth Partners’s Ameresco AMRC Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-78	Closed	-$5K	–	782
2022 Q3	$5K	Hold	78	–	–	﹤0.01%	557
2022 Q2	$4K	Hold	78	–	–	﹤0.01%	597
2022 Q1	$6K	Sell	78 -22	-22%	-$1.39K	﹤0.01%	570
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	522
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	553
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	565
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	552
2020 Q4	$5K	Sell	100 -30	-23%	-$1.29K	﹤0.01%	495
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	477
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	474
2020 Q1	$2K	Hold	130	–	–	﹤0.01%	510
2019 Q4	$2K	Buy	+130	New	+$2.05K	﹤0.01%	512

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

FAM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

SIMG

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

Baldwin Wealth Partners's AMRC Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Ameresco (AMRC) in Q4 2022, closing a stake of 78 shares — an estimated $5K sold.

Baldwin Wealth Partners first reported a position in AMRC in Q4 2019 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 215 funds tracked by Wall St. Rank hold AMRC as of Q4 2022.

Baldwin Wealth Partners reported no remaining Ameresco position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 78 Ameresco shares in Q4 2022, an estimated $5K.
Baldwin Wealth Partners first reported a position in Ameresco in Q4 2019 and held it in 12 quarters.
Baldwin Wealth Partners's Ameresco position peaked at $8K in Q4 2021.
215 funds tracked by Wall St. Rank held Ameresco as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.