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Patriot Financial Group Insurance Agency’s Ameresco AMRC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-200
Closed -$16K – 2035
2021
Q4 		$16K Hold
200
– – ﹤0.01% 1299
2021
Q3 		$12K Hold
200
– – ﹤0.01% 1388
2021
Q2 		$13K Hold
200
– – ﹤0.01% 1337
2021
Q1 		$10K Hold
200
– – ﹤0.01% 1338
2020
Q4 		$10K Buy
+200
New +$8.62K ﹤0.01% 1202

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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 $9.33B AUM 56.1% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AMRC Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ameresco (AMRC) in Q1 2022, closing a stake of 200 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in AMRC in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 211 funds tracked by Wall St. Rank hold AMRC as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Ameresco position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Ameresco shares in Q1 2022, an estimated $16K.
  • Patriot Financial Group Insurance Agency first reported a position in Ameresco in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Ameresco position peaked at $16K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Ameresco as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.