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Mirabella Financial Services’s Ameresco AMRC Stock Holding History

Mirabella Financial Services’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
-5,470
Closed -$269K – 483
2023
Q1 		$269K Buy
+5,470
New +$290K 0.04% 293

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Handelsbanken Fonder
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BlackRock
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirabella Financial Services's AMRC Position: Q2 2023 in Review

Mirabella Financial Services sold out of Ameresco (AMRC) in Q2 2023, closing a stake of 5,470 shares — an estimated $269K sold.

Mirabella Financial Services first reported a position in AMRC in Q1 2023 and held it in 1 quarter. The position peaked at $269K in Q1 2023. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

  • Mirabella Financial Services reported no remaining Ameresco position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 5,470 Ameresco shares in Q2 2023, an estimated $269K.
  • Mirabella Financial Services first reported a position in Ameresco in Q1 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Ameresco position peaked at $269K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.