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Inspire Advisors’s Ameresco AMRC Stock Holding History

Inspire 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
Q3 		– Sell
-17,361
Closed -$500K – 425
2024
Q2 		$500K Buy
+17,361
New +$479K 0.07% 200

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Inspire Advisors's AMRC Position: Q3 2024 in Review

Inspire Advisors sold out of Ameresco (AMRC) in Q3 2024, closing a stake of 17,361 shares — an estimated $500K sold.

Inspire Advisors first reported a position in AMRC in Q2 2024 and held it in 1 quarter. The position peaked at $500K in Q2 2024. 185 funds tracked by Wall St. Rank hold AMRC as of Q3 2024.

  • Inspire Advisors reported no remaining Ameresco position as of Q3 2024 after selling out during the quarter.
  • Inspire Advisors sold 17,361 Ameresco shares in Q3 2024, an estimated $500K.
  • Inspire Advisors first reported a position in Ameresco in Q2 2024 and held it in 1 quarter.
  • Inspire Advisors's Ameresco position peaked at $500K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q3 2024.

Based on Inspire Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.