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Mark Sheptoff Financial Planning’s Ameresco AMRC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-200
Closed -$10K – 375
2020
Q4 		$10K Buy
+200
New +$8.62K 0.01% 266

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMRC Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Ameresco (AMRC) in Q1 2021, closing a stake of 200 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in AMRC in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 204 funds tracked by Wall St. Rank hold AMRC as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining Ameresco position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Ameresco shares in Q1 2021, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Ameresco in Q4 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Ameresco position peaked at $10K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Ameresco as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.