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Cetera Advisors’s Ameresco AMRC Stock Holding History

Cetera 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
-4,250
Closed -$207K – 1708
2023
Q2 		$207K Sell
4,250
-709
-14% -$31.9K ﹤0.01% 1491
2023
Q1 		$244K Buy
4,959
+689
+16% +$36.5K ﹤0.01% 1392
2022
Q4 		$244K Buy
4,270
+1,020
+31% +$62.2K ﹤0.01% 1342
2022
Q3 		$216K Buy
+3,250
New +$200K 0.01% 1100

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

Cetera Advisors's AMRC Position: Q3 2023 in Review

Cetera Advisors sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 4,250 shares — an estimated $207K sold.

Cetera Advisors first reported a position in AMRC in Q3 2022 and held it in 4 quarters. The position peaked at $244K in Q1 2023. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Cetera Advisors reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisors sold 4,250 Ameresco shares in Q3 2023, an estimated $207K.
  • Cetera Advisors first reported a position in Ameresco in Q3 2022 and held it in 4 quarters.
  • Cetera Advisors's Ameresco position peaked at $244K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.