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Ellevest Inc’s Ameresco AMRC Stock Holding History

Ellevest 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
2023
Q2 		– Sell
-7
Closed -$345 – 422
2023
Q1 		$345 Sell
7
-37
-84% -$1.96K ﹤0.01% 1716
2022
Q4 		$2.51K Buy
+44
New +$2.68K ﹤0.01% 1344
2021
Q2 		– Sell
-34
Closed -$2K – 1262
2021
Q1 		$2K Buy
+34
New +$1.87K ﹤0.01% 1031

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
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

Ellevest Inc's AMRC Position: Q2 2023 in Review

Ellevest Inc sold out of Ameresco (AMRC) in Q2 2023, closing a stake of 7 shares — an estimated $345 sold.

Ellevest Inc first reported a position in AMRC in Q1 2021 and held it in 3 quarters. The position peaked at $2.51K in Q4 2022. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

  • Ellevest Inc reported no remaining Ameresco position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 7 Ameresco shares in Q2 2023, an estimated $345.
  • Ellevest Inc first reported a position in Ameresco in Q1 2021 and held it in 3 quarters.
  • Ellevest Inc's Ameresco position peaked at $2.51K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.