Glassman Wealth Services’s Ameresco AMRC Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-9	Closed	-$1K	–	1621
2021 Q4	$1K	Buy	+9	New	+$720	﹤0.01%	1290

Other funds holding AMRC

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Glassman Wealth Services's AMRC Position: Q1 2022 in Review

Glassman Wealth Services sold out of Ameresco (AMRC) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in AMRC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 211 funds tracked by Wall St. Rank hold AMRC as of Q1 2022.

Glassman Wealth Services reported no remaining Ameresco position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 9 Ameresco shares in Q1 2022, an estimated $1K.
Glassman Wealth Services first reported a position in Ameresco in Q4 2021 and held it in 1 quarter.
Glassman Wealth Services's Ameresco position peaked at $1K in Q4 2021.
211 funds tracked by Wall St. Rank held Ameresco as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.