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RFP Financial Group’s Ameresco AMRC Stock Holding History

RFP Financial Group’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 		– Sell
-1,288
Closed -$37.1K – 140
2024
Q2 		$37.1K Sell
1,288
-200
-13% -$5.51K 0.01% 270
2024
Q1 		$120K Buy
1,488
+200
+16% +$4.48K 0.05% 133
2023
Q4 		$40.8K Sell
1,288
-57
-4% -$1.72K 0.02% 218
2023
Q3 		$51.9K Hold
1,345
– – 0.02% 197
2023
Q2 		$65.4K Buy
1,345
+1,288
+2,260% +$58K 0.03% 191
2023
Q1 		$2.81K Sell
57
-1,231
-96% -$65.3K ﹤0.01% 465
2022
Q4 		$73.6K Buy
+1,288
New +$78.5K 0.03% 157

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFP Financial Group's AMRC Position: Q3 2024 in Review

RFP Financial Group sold out of Ameresco (AMRC) in Q3 2024, closing a stake of 1,288 shares — an estimated $37.1K sold.

RFP Financial Group first reported a position in AMRC in Q4 2022 and held it in 7 quarters. The position peaked at $120K in Q1 2024. 185 funds tracked by Wall St. Rank hold AMRC as of Q3 2024.

  • RFP Financial Group reported no remaining Ameresco position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,288 Ameresco shares in Q3 2024, an estimated $37.1K.
  • RFP Financial Group first reported a position in Ameresco in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Ameresco position peaked at $120K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.