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Beacon Capital Management LLC (Tennessee)’s Ameresco AMRC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-100
Closed -$3.86K – 1065
2023
Q4 		$3.86K Sell
100
-100
-50% -$3.02K ﹤0.01% 689
2023
Q3 		$9.73K Hold
200
– – ﹤0.01% 578
2023
Q2 		$9.73K Buy
200
+100
+100% +$4.5K ﹤0.01% 578
2023
Q1 		$4.92K Buy
+100
New +$5.3K ﹤0.01% 630

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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
First Trust Advisors
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State Street
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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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AMRC Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 100 shares — an estimated $3.86K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AMRC in Q1 2023 and held it in 4 quarters. The position peaked at $9.73K in Q3 2023. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 100 Ameresco shares in Q1 2024, an estimated $3.86K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Ameresco in Q1 2023 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Ameresco position peaked at $9.73K in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.