PFS
AMRC icon

Prospera Financial Services’s Ameresco AMRC Stock Holding History

Prospera Financial Services’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
-234
Closed -$11K – 863
2022
Q2 		$11K Hold
234
– – ﹤0.01% 1317
2022
Q1 		$19K Buy
+234
New +$14.8K ﹤0.01% 1744

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

Prospera Financial Services's AMRC Position: Q3 2022 in Review

Prospera Financial Services sold out of Ameresco (AMRC) in Q3 2022, closing a stake of 234 shares — an estimated $11K sold.

Prospera Financial Services first reported a position in AMRC in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 221 funds tracked by Wall St. Rank hold AMRC as of Q3 2022.

  • Prospera Financial Services reported no remaining Ameresco position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 234 Ameresco shares in Q3 2022, an estimated $11K.
  • Prospera Financial Services first reported a position in Ameresco in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Ameresco position peaked at $19K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held Ameresco as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.