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Oxler Private Wealth’s Ameresco AMRC Stock Holding History

Oxler Private Wealth’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
2022
Q3 		– Sell
-673
Closed -$30.7K – 442
2022
Q2 		$30.7K Buy
+673
New +$37.4K 0.01% 173
2021
Q1 		– Sell
-385
Closed -$20K – 120
2020
Q4 		$20K Buy
+385
New +$16.6K 0.01% 183

Other funds holding AMRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Oxler Private Wealth's AMRC Position: Q3 2022 in Review

Oxler Private Wealth sold out of Ameresco (AMRC) in Q3 2022, closing a stake of 673 shares — an estimated $30.7K sold.

Oxler Private Wealth first reported a position in AMRC in Q4 2020 and held it in 2 quarters. The position peaked at $30.7K in Q2 2022. 221 funds tracked by Wall St. Rank hold AMRC as of Q3 2022.

  • Oxler Private Wealth reported no remaining Ameresco position as of Q3 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 673 Ameresco shares in Q3 2022, an estimated $30.7K.
  • Oxler Private Wealth first reported a position in Ameresco in Q4 2020 and held it in 2 quarters.
  • Oxler Private Wealth's Ameresco position peaked at $30.7K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held Ameresco as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.