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Freedom Investment Management’s Ameresco AMRC Stock Holding History

Freedom Investment 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
2022
Q2 		– Sell
-4,282
Closed -$340K – 735
2022
Q1 		$340K Sell
4,282
-4,692
-52% -$296K 0.03% 586
2021
Q4 		$731K Sell
8,974
-49
-0.5% -$3.92K 0.05% 433
2021
Q3 		$527K Sell
9,023
-3,342
-27% -$220K 0.04% 489
2021
Q2 		$776K Sell
12,365
-2,987
-19% -$161K 0.06% 405
2021
Q1 		$747K Buy
+15,352
New +$846K 0.06% 393

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Freedom Investment Management's AMRC Position: Q2 2022 in Review

Freedom Investment Management sold out of Ameresco (AMRC) in Q2 2022, closing a stake of 4,282 shares — an estimated $340K sold.

Freedom Investment Management first reported a position in AMRC in Q1 2021 and held it in 5 quarters. The position peaked at $776K in Q2 2021. 215 funds tracked by Wall St. Rank hold AMRC as of Q2 2022.

  • Freedom Investment Management reported no remaining Ameresco position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 4,282 Ameresco shares in Q2 2022, an estimated $340K.
  • Freedom Investment Management first reported a position in Ameresco in Q1 2021 and held it in 5 quarters.
  • Freedom Investment Management's Ameresco position peaked at $776K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Ameresco as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.