BDO Wealth Advisors’s Ameresco AMRC Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$3.36K	Hold	69	–	–	﹤0.01%	811
2023 Q1	$3.4K	Hold	69	–	–	﹤0.01%	849
2022 Q4	$3.94K	Hold	69	–	–	﹤0.01%	797
2022 Q3	$5K	Hold	69	–	–	﹤0.01%	804
2022 Q2	$3K	Hold	69	–	–	﹤0.01%	836
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	807
2021 Q4	$6K	Hold	69	–	–	﹤0.01%	791
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	848
2021 Q2	$4K	Hold	69	–	–	﹤0.01%	882
2021 Q1	$3K	Hold	69	–	–	﹤0.01%	912
2020 Q4	$4K	Hold	69	–	–	﹤0.01%	652
2020 Q3	$2K	Buy	+69	New	+$2.09K	﹤0.01%	664

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BDO Wealth Advisors's AMRC Position: Q2 2023 in Review

BDO Wealth Advisors held its Ameresco (AMRC) position steady in Q2 2023 at 69 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

BDO Wealth Advisors first reported a position in AMRC in Q3 2020 and has held it in 12 quarters since. The position peaked at $6K in Q4 2021. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

BDO Wealth Advisors held 69 shares of Ameresco worth $3.36K as of Q2 2023.
BDO Wealth Advisors left its Ameresco share count unchanged in Q2 2023.
Ameresco made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #811 holding.
BDO Wealth Advisors first reported a position in Ameresco in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Ameresco position peaked at $6K in Q4 2021.
200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.