CIBC Private Wealth Group
AMRC icon

CIBC Private Wealth Group’s Ameresco AMRC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		– Sell
-3,000
Closed -$101K – 3400
2025
Q3 		$101K Hold
3,000
– – ﹤0.01% 1491
2025
Q2 		$45.6K Hold
3,000
– – ﹤0.01% 1703
2025
Q1 		$27.8K Hold
3,000
– – ﹤0.01% 1868
2024
Q4 		$81.3K Hold
3,000
– – ﹤0.01% 1496
2024
Q3 		$114K Hold
3,000
– – ﹤0.01% 1422
2024
Q2 		$79K Hold
3,000
– – ﹤0.01% 1488
2024
Q1 		$75K Buy
+3,000
New +$67.2K ﹤0.01% 1508
2022
Q4 		– Sell
-3,150
Closed -$209K – 863
2022
Q3 		$209K Sell
3,150
-45,043
-93% -$2.77M ﹤0.01% 857
2022
Q2 		$2.2M Buy
+48,193
New +$2.68M 0.01% 476
2018
Q3 		– Sell
-349
Closed -$4K – 1000
2018
Q2 		$4K Buy
+349
New +$4.16K ﹤0.01% 1752
2018
Q1 		– Sell
-300
Closed -$3K – 1928
2017
Q4 		$3K Buy
+300
New +$2.49K ﹤0.01% 1761

Other funds holding AMRC

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BlackRock
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Vanguard Group
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Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return