RPg Family Wealth Advisory’s Ameresco AMRC Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-1,115	Closed	-$88.6K	–	89
2022 Q1	$88.6K	Hold	1,115	–	–	0.04%	132
2021 Q4	$90.8K	Hold	1,115	–	–	0.04%	139
2021 Q3	$65.1K	Buy	1,115 +401	+56%	+$26.4K	0.03%	156
2021 Q2	$44.8K	Buy	+714	New	+$38.4K	0.02%	179
2020 Q4	$35.6K	Hold	682	–	–	0.02%	183
2020 Q3	$22.8K	Hold	682	–	–	0.01%	208
2020 Q2	$18.9K	Buy	+682	New	+$13.7K	0.01%	218

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 $5.72T AUM 30.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

RPg Family Wealth Advisory's AMRC Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Ameresco (AMRC) in Q2 2022, closing a stake of 1,115 shares — an estimated $88.6K sold.

RPg Family Wealth Advisory first reported a position in AMRC in Q2 2020 and held it in 7 quarters. The position peaked at $90.8K in Q4 2021. 215 funds tracked by Wall St. Rank hold AMRC as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Ameresco position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,115 Ameresco shares in Q2 2022, an estimated $88.6K.
RPg Family Wealth Advisory first reported a position in Ameresco in Q2 2020 and held it in 7 quarters.
RPg Family Wealth Advisory's Ameresco position peaked at $90.8K in Q4 2021.
215 funds tracked by Wall St. Rank held Ameresco as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.