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JFS Wealth Advisors’s Ameresco AMRC Stock Holding History

JFS 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
2023
Q4 		– Sell
-8
Closed -$309 – 1996
2023
Q3 		$309 Sell
8
-4
-33% -$193 ﹤0.01% 1813
2023
Q2 		$584 Buy
12
+6
+100% +$270 ﹤0.01% 1734
2023
Q1 		$296 Sell
6
-14
-70% -$742 ﹤0.01% 1784
2022
Q4 		$1.14K Buy
20
+8
+67% +$487 ﹤0.01% 1563
2022
Q3 		$1K Hold
12
– – ﹤0.01% 1469
2022
Q2 		$1K Sell
12
-2
-14% -$111 ﹤0.01% 1454
2022
Q1 		$1K Buy
14
+8
+133% +$505 ﹤0.01% 1561
2021
Q4 		$0 Buy
+6
New +$480 ﹤0.01% 1694

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JFS Wealth Advisors's AMRC Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Ameresco (AMRC) in Q4 2023, closing a stake of 8 shares — an estimated $309 sold.

JFS Wealth Advisors first reported a position in AMRC in Q4 2021 and held it in 8 quarters. The position peaked at $1.14K in Q4 2022. 182 funds tracked by Wall St. Rank hold AMRC as of Q4 2023.

  • JFS Wealth Advisors reported no remaining Ameresco position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 8 Ameresco shares in Q4 2023, an estimated $309.
  • JFS Wealth Advisors first reported a position in Ameresco in Q4 2021 and held it in 8 quarters.
  • JFS Wealth Advisors's Ameresco position peaked at $1.14K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Ameresco as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.