Key Financial Inc’s Ameresco AMRC Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-160	Closed	-$5.07K	–	1309
2023 Q4	$5.07K	Hold	160	–	–	﹤0.01%	930
2023 Q3	$6.17K	Hold	160	–	–	﹤0.01%	843
2023 Q2	$7.78K	Hold	160	–	–	﹤0.01%	795
2023 Q1	$7.88K	Hold	160	–	–	﹤0.01%	726
2022 Q4	$10.6K	Hold	160	–	–	0.01%	615
2022 Q3	$11K	Hold	160	–	–	0.01%	601
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	707
2022 Q1	$13K	Buy	+160	New	+$10.1K	0.01%	561

Other funds holding AMRC

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Key Financial Inc's AMRC Position: Q1 2024 in Review

Key Financial Inc sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 160 shares — an estimated $5.07K sold.

Key Financial Inc first reported a position in AMRC in Q1 2022 and held it in 8 quarters. The position peaked at $13K in Q1 2022. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

Key Financial Inc reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
Key Financial Inc sold 160 Ameresco shares in Q1 2024, an estimated $5.07K.
Key Financial Inc first reported a position in Ameresco in Q1 2022 and held it in 8 quarters.
Key Financial Inc's Ameresco position peaked at $13K in Q1 2022.
185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.