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PFG Investments’s Ameresco AMRC Stock Holding History

PFG Investments’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
2024
Q4 		– Sell
-5,449
Closed -$207K – 1028
2024
Q3 		$207K Buy
+5,449
New +$168K 0.01% 884
2024
Q1 		– Sell
-9,081
Closed -$288K – 1042
2023
Q4 		$288K Sell
9,081
-1,570
-15% -$47.3K 0.05% 359
2023
Q3 		$411K Buy
10,651
+25
+0.2% +$1.21K 0.08% 275
2023
Q2 		$517K Buy
10,626
+375
+4% +$16.9K 0.09% 235
2023
Q1 		$505K Buy
+10,251
New +$543K 0.1% 226

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PFG Investments's AMRC Position: Q4 2024 in Review

PFG Investments sold out of Ameresco (AMRC) in Q4 2024, closing a stake of 5,449 shares — an estimated $207K sold.

PFG Investments first reported a position in AMRC in Q1 2023 and held it in 5 quarters. The position peaked at $517K in Q2 2023. 180 funds tracked by Wall St. Rank hold AMRC as of Q4 2024.

  • PFG Investments reported no remaining Ameresco position as of Q4 2024 after selling out during the quarter.
  • PFG Investments sold 5,449 Ameresco shares in Q4 2024, an estimated $207K.
  • PFG Investments first reported a position in Ameresco in Q1 2023 and held it in 5 quarters.
  • PFG Investments's Ameresco position peaked at $517K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Ameresco as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.