Founders Financial Alliance’s Ameresco AMRC Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-500	Closed	-$17K	–	462
2020 Q3	$17K	Buy	+500	New	+$15.1K	0.01%	613

Other funds holding AMRC

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Founders Financial Alliance's AMRC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Ameresco (AMRC) in Q4 2020, closing a stake of 500 shares — an estimated $17K sold.

Founders Financial Alliance first reported a position in AMRC in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 199 funds tracked by Wall St. Rank hold AMRC as of Q4 2020.

Founders Financial Alliance reported no remaining Ameresco position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 500 Ameresco shares in Q4 2020, an estimated $17K.
Founders Financial Alliance first reported a position in Ameresco in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Ameresco position peaked at $17K in Q3 2020.
199 funds tracked by Wall St. Rank held Ameresco as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.