Raymond James Financial Services Advisors’s Ameresco AMRC Stock Holding History

Raymond James Financial Services 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
2024 Q3	$258K	Sell	6,812 -311	-4%	-$9.62K	﹤0.01%	3029
2024 Q2	$205K	Buy	+7,123	New	+$196K	﹤0.01%	3107
2023 Q4	–	Sell	-5,811	Closed	-$224K	–	3299
2023 Q3	$224K	Sell	5,811 -300	-5%	-$14.5K	﹤0.01%	2859
2023 Q2	$297K	Sell	6,111 -4,969	-45%	-$224K	﹤0.01%	2670
2023 Q1	$545K	Sell	11,080 -1,003	-8%	-$53.2K	﹤0.01%	2278
2022 Q4	$690K	Sell	12,083 -243	-2%	-$14.8K	﹤0.01%	2084
2022 Q3	$819K	Sell	12,326 -63	-0.5%	-$3.87K	﹤0.01%	1940
2022 Q2	$564K	Sell	12,389 -38,122	-75%	-$2.12M	﹤0.01%	2191
2022 Q1	$4.02M	Buy	50,511 +36,314	+256%	+$2.29M	0.01%	1125
2021 Q4	$1.16M	Buy	14,197 +447	+3%	+$35.7K	﹤0.01%	1879
2021 Q3	$803K	Sell	13,750 -1,328	-9%	-$87.5K	﹤0.01%	2101
2021 Q2	$946K	Sell	15,078 -54	-0.4%	-$2.91K	﹤0.01%	1987
2021 Q1	$736K	Sell	15,132 -20,148	-57%	-$1.11M	﹤0.01%	2053
2020 Q4	$1.84M	Buy	35,280 +26,474	+301%	+$1.14M	﹤0.01%	1348
2020 Q3	$294K	Sell	8,806 -13,102	-60%	-$397K	﹤0.01%	2296
2020 Q2	$609K	Buy	+21,908	New	+$442K	﹤0.01%	1785
2019 Q3	–	Sell	-10,813	Closed	-$159K	–	2820
2019 Q2	$159K	Sell	10,813 -6	-0.1%	-$92	﹤0.01%	2593
2019 Q1	$175K	Buy	+10,819	New	+$170K	﹤0.01%	2530
2018 Q1	–	Sell	-42,320	Closed	-$364K	–	2556
2017 Q4	$364K	Hold	42,320	–	–	﹤0.01%	1903
2017 Q3	$330K	Sell	42,320 -160	-0.4%	-$1.13K	﹤0.01%	1970
2017 Q2	$327K	Hold	42,480	–	–	﹤0.01%	1943
2017 Q1	$278K	Buy	42,480 +2,880	+7%	+$15.8K	﹤0.01%	1940
2016 Q4	$218K	Hold	39,600	–	–	﹤0.01%	2004
2016 Q3	$208K	Sell	39,600 -19,989	-34%	-$99K	﹤0.01%	2020
2016 Q2	$260K	Sell	59,589 -18,747	-24%	-$85.1K	﹤0.01%	1811
2016 Q1	$374K	Buy	78,336 +34,636	+79%	+$176K	﹤0.01%	1408
2015 Q4	$273K	Buy	+43,700	New	+$282K	﹤0.01%	1442

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 $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's AMRC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Ameresco (AMRC) stake by 4.4% in Q3 2024, selling an estimated $9.62K and leaving 6,812 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

Raymond James Financial Services Advisors first reported a position in AMRC in Q4 2015 and has held it in 27 quarters since. The position peaked at $4.02M in Q1 2022. 185 funds tracked by Wall St. Rank hold AMRC as of Q3 2024.

Raymond James Financial Services Advisors held 6,812 shares of Ameresco worth $258K as of Q3 2024.
Raymond James Financial Services Advisors sold 311 Ameresco shares in Q3 2024, an estimated $9.62K.
Ameresco made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3029 holding.
Raymond James Financial Services Advisors first reported a position in Ameresco in Q4 2015 and has held it in 27 quarters since.
Raymond James Financial Services Advisors's Ameresco position peaked at $4.02M in Q1 2022.
185 funds tracked by Wall St. Rank held Ameresco as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.