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Insight Wealth Strategies’s Ameresco AMRC Stock Holding History

Insight Wealth Strategies’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
-18,569
Closed -$1.48M – 145
2022
Q1 		$1.48M Buy
18,569
+754
+4% +$47.6K 0.22% 75
2021
Q4 		$1.45M Buy
17,815
+704
+4% +$56.3K 0.21% 77
2021
Q3 		$1M Sell
17,111
-313
-2% -$20.6K 0.14% 100
2021
Q2 		$1.09M Sell
17,424
-5,260
-23% -$283K 0.16% 85
2021
Q1 		$1.1M Sell
22,684
-1,769
-7% -$97.5K 0.15% 97
2020
Q4 		$1.28M Sell
24,453
-59
-0.2% -$2.54K 0.22% 64
2020
Q3 		$819K Buy
+24,512
New +$742K 0.15% 67

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

Insight Wealth Strategies's AMRC Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Ameresco (AMRC) in Q2 2022, closing a stake of 18,569 shares — an estimated $1.48M sold.

Insight Wealth Strategies first reported a position in AMRC in Q3 2020 and held it in 7 quarters. The position peaked at $1.48M in Q1 2022. 215 funds tracked by Wall St. Rank hold AMRC as of Q2 2022.

  • Insight Wealth Strategies reported no remaining Ameresco position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 18,569 Ameresco shares in Q2 2022, an estimated $1.48M.
  • Insight Wealth Strategies first reported a position in Ameresco in Q3 2020 and held it in 7 quarters.
  • Insight Wealth Strategies's Ameresco position peaked at $1.48M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Ameresco as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.