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Blue Trust Inc’s Ameresco AMRC Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-781
Closed -$22.5K – 2450
2024
Q3 		$22.5K Buy
781
+391
+100% +$12.1K ﹤0.01% 1897
2024
Q2 		$9.41K Buy
+390
New +$10.8K ﹤0.01% 1947
2023
Q1 		– Sell
-5
Closed – – 2284
2022
Q4 		$0 Buy
+5
New +$305 ﹤0.01% 2209

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Blue Trust Inc's AMRC Position: Q4 2024 in Review

Blue Trust Inc sold out of Ameresco (AMRC) in Q4 2024, closing a stake of 781 shares — an estimated $22.5K sold.

Blue Trust Inc first reported a position in AMRC in Q4 2022 and held it in 3 quarters. The position peaked at $22.5K in Q3 2024. 180 funds tracked by Wall St. Rank hold AMRC as of Q4 2024.

  • Blue Trust Inc reported no remaining Ameresco position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 781 Ameresco shares in Q4 2024, an estimated $22.5K.
  • Blue Trust Inc first reported a position in Ameresco in Q4 2022 and held it in 3 quarters.
  • Blue Trust Inc's Ameresco position peaked at $22.5K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Ameresco as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.