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Gradient Investments’s Ameresco AMRC Stock Holding History

Gradient Investments’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
2021
Q4 		– Sell
-1,124
Closed -$66K – 1220
2021
Q3 		$66K Sell
1,124
-188
-14% -$12.4K ﹤0.01% 438
2021
Q2 		$82K Buy
+1,312
New +$70.6K ﹤0.01% 394

Other funds holding AMRC

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Gradient Investments's AMRC Position: Q4 2021 in Review

Gradient Investments sold out of Ameresco (AMRC) in Q4 2021, closing a stake of 1,124 shares — an estimated $66K sold.

Gradient Investments first reported a position in AMRC in Q2 2021 and held it in 2 quarters. The position peaked at $82K in Q2 2021. 223 funds tracked by Wall St. Rank hold AMRC as of Q4 2021.

  • Gradient Investments reported no remaining Ameresco position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 1,124 Ameresco shares in Q4 2021, an estimated $66K.
  • Gradient Investments first reported a position in Ameresco in Q2 2021 and held it in 2 quarters.
  • Gradient Investments's Ameresco position peaked at $82K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Ameresco as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.