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Financial Perspectives’s Ameresco AMRC Stock Holding History

Financial Perspectives’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
Q1 		– Sell
-100
Closed -$3.17K – 672
2023
Q4 		$3.17K Hold
100
– – ﹤0.01% 555
2023
Q3 		$3.86K Hold
100
– – ﹤0.01% 536
2023
Q2 		$4.86K Hold
100
– – ﹤0.01% 514
2023
Q1 		$4.92K Hold
100
– – ﹤0.01% 510
2022
Q4 		$5.71K Hold
100
– – ﹤0.01% 499
2022
Q3 		$6.65K Hold
100
– – ﹤0.01% 481
2022
Q2 		$4.56K Hold
100
– – ﹤0.01% 527
2022
Q1 		$7.95K Buy
+100
New +$6.31K ﹤0.01% 486

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Financial Perspectives's AMRC Position: Q1 2024 in Review

Financial Perspectives sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 100 shares — an estimated $3.17K sold.

Financial Perspectives first reported a position in AMRC in Q1 2022 and held it in 8 quarters. The position peaked at $7.95K in Q1 2022. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

  • Financial Perspectives reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
  • Financial Perspectives sold 100 Ameresco shares in Q1 2024, an estimated $3.17K.
  • Financial Perspectives first reported a position in Ameresco in Q1 2022 and held it in 8 quarters.
  • Financial Perspectives's Ameresco position peaked at $7.95K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.