NIA Impact Advisors’s Ameresco AMRC Stock Holding History

NIA Impact Advisors’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	$1.79M	Sell	35,737 -1,042	-3%	-$46.9K	1.02%	36
2023 Q1	$1.81M	Buy	36,779 +1,559	+4%	+$82.6K	0.98%	41
2022 Q4	$2.01M	Buy	35,220 +1,379	+4%	+$84K	1.17%	35
2022 Q3	$2.25M	Sell	33,841 -6,297	-16%	-$387K	1.39%	33
2022 Q2	$1.83M	Sell	40,138 -2,696	-6%	-$150K	1.1%	35
2022 Q1	$3.4M	Sell	42,834 -5,193	-11%	-$328K	1.65%	19
2021 Q4	$2.58M	Sell	48,027 -59,479	-55%	-$4.76M	1.37%	25
2021 Q3	$6.15M	Buy	107,506 +56,010	+109%	+$3.69M	2.62%	16
2021 Q2	$3.23M	Buy	51,496 +1,625	+3%	+$87.5K	1.58%	27
2021 Q1	$2.42M	Sell	49,871 -11,235	-18%	-$619K	1.31%	35
2020 Q4	$3.66M	Buy	+61,106	New	+$2.63M	1.91%	22

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

NIA Impact Advisors's AMRC Position: Q2 2023 in Review

NIA Impact Advisors reduced its Ameresco (AMRC) stake by 2.8% in Q2 2023, selling an estimated $46.9K and leaving 35,737 shares worth $1.79M. The position accounts for 1.02% of the portfolio, ranked #36.

NIA Impact Advisors first reported a position in AMRC in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.15M in Q3 2021. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

NIA Impact Advisors held 35,737 shares of Ameresco worth $1.79M as of Q2 2023.
NIA Impact Advisors sold 1,042 Ameresco shares in Q2 2023, an estimated $46.9K.
Ameresco made up 1.02% of NIA Impact Advisors's portfolio in Q2 2023, its #36 holding.
NIA Impact Advisors first reported a position in Ameresco in Q4 2020 and has held it in 11 quarters since.
NIA Impact Advisors's Ameresco position peaked at $6.15M in Q3 2021.
200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on NIA Impact Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.