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FRG Family Wealth Advisors’s Ameresco AMRC Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-1,375
Closed -$28.8K – 156
2024
Q1 		$28.8K Buy
+1,375
New +$30.8K 0.01% 223

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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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

FRG Family Wealth Advisors's AMRC Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Ameresco (AMRC) in Q2 2024, closing a stake of 1,375 shares — an estimated $28.8K sold.

FRG Family Wealth Advisors first reported a position in AMRC in Q1 2024 and held it in 1 quarter. The position peaked at $28.8K in Q1 2024. 188 funds tracked by Wall St. Rank hold AMRC as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Ameresco position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,375 Ameresco shares in Q2 2024, an estimated $28.8K.
  • FRG Family Wealth Advisors first reported a position in Ameresco in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Ameresco position peaked at $28.8K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Ameresco as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.