Financial Gravity Companies’s Ameresco AMRC Stock Holding History

Financial Gravity Companies’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
2024 Q4	$3.33K	Buy	+142	New	+$4.1K	﹤0.01%	710

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Gravity Companies's AMRC Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in Ameresco (AMRC) in Q4 2024: 142 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

180 funds tracked by Wall St. Rank hold AMRC as of Q4 2024.

Financial Gravity Companies held 142 shares of Ameresco worth $3.33K as of Q4 2024.
Ameresco was a new Financial Gravity Companies position in Q4 2024.
Ameresco made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #710 holding.
180 funds tracked by Wall St. Rank held Ameresco as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.