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Private Wealth Advisors (California)’s Ameresco AMRC Stock Holding History

Private Wealth Advisors (California)’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
2020
Q3 		– Sell
-12,188
Closed -$339K – 67
2020
Q2 		$339K Buy
+12,188
New +$246K 0.24% 37

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Private Wealth Advisors (California)'s AMRC Position: Q3 2020 in Review

Private Wealth Advisors (California) sold out of Ameresco (AMRC) in Q3 2020, closing a stake of 12,188 shares — an estimated $339K sold.

Private Wealth Advisors (California) first reported a position in AMRC in Q2 2020 and held it in 1 quarter. The position peaked at $339K in Q2 2020. 147 funds tracked by Wall St. Rank hold AMRC as of Q3 2020.

  • Private Wealth Advisors (California) reported no remaining Ameresco position as of Q3 2020 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 12,188 Ameresco shares in Q3 2020, an estimated $339K.
  • Private Wealth Advisors (California) first reported a position in Ameresco in Q2 2020 and held it in 1 quarter.
  • Private Wealth Advisors (California)'s Ameresco position peaked at $339K in Q2 2020.
  • 147 funds tracked by Wall St. Rank held Ameresco as of Q3 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.