MassMutual Private Wealth & Trust’s Ameresco AMRC Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-13	Closed	-$640	–	1903
2023 Q1	$640	Hold	13	–	–	﹤0.01%	1632
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	1393
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1350
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1250
2022 Q1	$1K	Buy	+13	New	+$820	﹤0.01%	1249

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's AMRC Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of Ameresco (AMRC) in Q2 2023, closing a stake of 13 shares — an estimated $640 sold.

MassMutual Private Wealth & Trust first reported a position in AMRC in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

MassMutual Private Wealth & Trust reported no remaining Ameresco position as of Q2 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 13 Ameresco shares in Q2 2023, an estimated $640.
MassMutual Private Wealth & Trust first reported a position in Ameresco in Q1 2022 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Ameresco position peaked at $1K in Q4 2022.
200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.