MWM
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Moran Wealth Management’s Ameresco AMRC Stock Holding History

Moran Wealth Management’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
Q1 		– Sell
-4,565
Closed -$261K – 357
2022
Q4 		$261K Buy
+4,565
New +$278K 0.01% 328

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Moran Wealth Management's AMRC Position: Q1 2023 in Review

Moran Wealth Management sold out of Ameresco (AMRC) in Q1 2023, closing a stake of 4,565 shares — an estimated $261K sold.

Moran Wealth Management first reported a position in AMRC in Q4 2022 and held it in 1 quarter. The position peaked at $261K in Q4 2022. 207 funds tracked by Wall St. Rank hold AMRC as of Q1 2023.

  • Moran Wealth Management reported no remaining Ameresco position as of Q1 2023 after selling out during the quarter.
  • Moran Wealth Management sold 4,565 Ameresco shares in Q1 2023, an estimated $261K.
  • Moran Wealth Management first reported a position in Ameresco in Q4 2022 and held it in 1 quarter.
  • Moran Wealth Management's Ameresco position peaked at $261K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Ameresco as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.