Financial Gravity Asset Management’s Ameresco AMRC Stock Holding History

Financial Gravity Asset Management’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 Q1	$1.72K	Buy	+142	New	+$2.57K	﹤0.01%	834
2021 Q3	–	Hold	0	–	–	–	505

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's AMRC Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Ameresco (AMRC) in Q1 2025: 142 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

180 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

Financial Gravity Asset Management held 142 shares of Ameresco worth $1.72K as of Q1 2025.
Ameresco was a new Financial Gravity Asset Management position in Q1 2025.
Ameresco made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #834 holding.
180 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.