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Rational Advisors’s Ameresco AMRC Stock Holding History

Rational Advisors’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
2023
Q4 		– Sell
-128
Closed -$6.22K – 196
2023
Q3 		$6.22K Hold
128
– – ﹤0.01% 250
2023
Q2 		$6.22K Hold
128
– – ﹤0.01% 240
2023
Q1 		$6.3K Hold
128
– – ﹤0.01% 236
2022
Q4 		$7.31K Hold
128
– – ﹤0.01% 206
2022
Q3 		$9K Buy
128
+1
+0.8% +$61 ﹤0.01% 193
2022
Q2 		$6K Buy
127
+3
+2% +$167 ﹤0.01% 217
2022
Q1 		$10K Buy
+124
New +$7.82K ﹤0.01% 198

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rational Advisors's AMRC Position: Q4 2023 in Review

Rational Advisors sold out of Ameresco (AMRC) in Q4 2023, closing a stake of 128 shares — an estimated $6.22K sold.

Rational Advisors first reported a position in AMRC in Q1 2022 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 182 funds tracked by Wall St. Rank hold AMRC as of Q4 2023.

  • Rational Advisors reported no remaining Ameresco position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 128 Ameresco shares in Q4 2023, an estimated $6.22K.
  • Rational Advisors first reported a position in Ameresco in Q1 2022 and held it in 7 quarters.
  • Rational Advisors's Ameresco position peaked at $10K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Ameresco as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.