Pinnacle Holdings’s Ameresco AMRC Stock Holding History

Pinnacle Holdings’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	-59	Closed	-$2.24K	–	240
2024 Q3	$2.24K	Buy	+59	New	+$1.82K	﹤0.01%	234

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Holdings's AMRC Position: Q4 2024 in Review

Pinnacle Holdings sold out of Ameresco (AMRC) in Q4 2024, closing a stake of 59 shares — an estimated $2.24K sold.

Pinnacle Holdings first reported a position in AMRC in Q3 2024 and held it in 1 quarter. The position peaked at $2.24K in Q3 2024. 180 funds tracked by Wall St. Rank hold AMRC as of Q4 2024.

Pinnacle Holdings reported no remaining Ameresco position as of Q4 2024 after selling out during the quarter.
Pinnacle Holdings sold 59 Ameresco shares in Q4 2024, an estimated $2.24K.
Pinnacle Holdings first reported a position in Ameresco in Q3 2024 and held it in 1 quarter.
Pinnacle Holdings's Ameresco position peaked at $2.24K in Q3 2024.
180 funds tracked by Wall St. Rank held Ameresco as of Q4 2024.

Based on Pinnacle Holdings's 13F filing for Q4 2024, filed 13 Feb 2025.