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
2022 Q2	–	Sell	-80	Closed	-$3	–	737
2022 Q1	$3	Sell	80 -1	-1%	-$63	﹤0.01%	838
2021 Q4	$8	Buy	+81	New	+$6.48K	﹤0.01%	871
2021 Q3	–	Hold	0	–	–	–	505
2021 Q2	–	Sell	-2	Closed	-$79	–	972
2021 Q1	$79	Buy	+2	New	+$110	﹤0.01%	519

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. This is a return to the name: Financial Gravity Asset Management previously reported a position in AMRC as recently as Q1 2022.

Financial Gravity Asset Management first reported a position in AMRC in Q1 2021 and has held it in 4 quarters since. 179 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.
Financial Gravity Asset Management first reported a position in Ameresco in Q1 2021 and has held it in 4 quarters since.
179 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.