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Bell Investment Advisors’s Ameresco AMRC Stock Holding History

Bell Investment 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
Q3 		– Sell
-11
Closed -$535 – 1926
2023
Q2 		$535 Sell
11
-1
-8% -$45 ﹤0.01% 1821
2023
Q1 		$591 Buy
12
+4
+50% +$212 ﹤0.01% 1748
2022
Q4 		$457 Buy
8
+1
+14% +$61 ﹤0.01% 1881
2022
Q3 		$0 Buy
+7
New +$430 ﹤0.01% 1711
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1322
2021
Q3 		$0 Buy
+7
New +$461 ﹤0.01% 1712

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bell Investment Advisors's AMRC Position: Q3 2023 in Review

Bell Investment Advisors sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 11 shares — an estimated $535 sold.

Bell Investment Advisors first reported a position in AMRC in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Bell Investment Advisors reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 11 Ameresco shares in Q3 2023, an estimated $535.
  • Bell Investment Advisors first reported a position in Ameresco in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's Ameresco position peaked at $1K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.