Benjamin F. Edwards & Company’s Ameresco AMRC Stock Holding History

Benjamin F. Edwards & Company’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	$58K	Hold	2,000	–	–	﹤0.01%	1289
2024 Q1	$48K	Hold	2,000	–	–	﹤0.01%	1294
2023 Q4	$63K	Hold	2,000	–	–	﹤0.01%	1200
2023 Q3	$77K	Hold	2,000	–	–	﹤0.01%	954
2023 Q2	$97K	Hold	2,000	–	–	﹤0.01%	911
2023 Q1	$98K	Hold	2,000	–	–	﹤0.01%	913
2022 Q4	$114K	Hold	2,000	–	–	0.01%	859
2022 Q3	$133K	Hold	2,000	–	–	0.01%	791
2022 Q2	$91K	Hold	2,000	–	–	﹤0.01%	883
2022 Q1	$159K	Hold	2,000	–	–	0.01%	743
2021 Q4	$163K	Buy	+2,000	New	+$160K	0.01%	748

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Benjamin F. Edwards & Company's AMRC Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Ameresco (AMRC) position steady in Q2 2024 at 2,000 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Benjamin F. Edwards & Company first reported a position in AMRC in Q4 2021 and has held it in 11 quarters since. The position peaked at $163K in Q4 2021. 189 funds tracked by Wall St. Rank hold AMRC as of Q2 2024.

Benjamin F. Edwards & Company held 2,000 shares of Ameresco worth $58K as of Q2 2024.
Benjamin F. Edwards & Company left its Ameresco share count unchanged in Q2 2024.
Ameresco made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1289 holding.
Benjamin F. Edwards & Company first reported a position in Ameresco in Q4 2021 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's Ameresco position peaked at $163K in Q4 2021.
189 funds tracked by Wall St. Rank held Ameresco as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.