DAS
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Dynamic Advisor Solutions’s Ameresco AMRC Stock Holding History

Dynamic Advisor Solutions’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
-7,881
Closed -$265K – 935
2025
Q3 		$265K Sell
7,881
-13,964
-64% -$319K 0.01% 815
2025
Q2 		$332K Buy
21,845
+1,145
+6% +$15K 0.01% 713
2025
Q1 		$250K Buy
+20,700
New +$375K 0.01% 761
2024
Q4 		– Sell
-7,206
Closed -$273K – 658
2024
Q3 		$273K Sell
7,206
-1,550
-18% -$47.9K 0.01% 788
2024
Q2 		$252K Sell
8,756
-128
-1% -$3.53K 0.01% 820
2024
Q1 		$214K Buy
8,884
+212
+2% +$4.75K 0.01% 844
2023
Q4 		$249K Buy
8,672
+1,712
+25% +$51.6K 0.01% 772
2023
Q3 		$268K Buy
+6,960
New +$336K 0.01% 690

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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