Selective Wealth Management’s Ameresco AMRC Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-300	Closed	-$20K	–	153
2022 Q3	$20K	Hold	300	–	–	0.01%	422
2022 Q2	$14K	Hold	300	–	–	0.01%	515
2022 Q1	$24K	Hold	300	–	–	0.01%	417
2021 Q4	$24K	Hold	300	–	–	0.01%	385
2021 Q3	$18K	Hold	300	–	–	0.01%	370
2021 Q2	$19K	Buy	+300	New	+$16.1K	0.02%	281

Other funds holding AMRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

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

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

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

FAM

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

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Selective Wealth Management's AMRC Position: Q4 2022 in Review

Selective Wealth Management sold out of Ameresco (AMRC) in Q4 2022, closing a stake of 300 shares — an estimated $20K sold.

Selective Wealth Management first reported a position in AMRC in Q2 2021 and held it in 6 quarters. The position peaked at $24K in Q1 2022. 215 funds tracked by Wall St. Rank hold AMRC as of Q4 2022.

Selective Wealth Management reported no remaining Ameresco position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 300 Ameresco shares in Q4 2022, an estimated $20K.
Selective Wealth Management first reported a position in Ameresco in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Ameresco position peaked at $24K in Q1 2022.
215 funds tracked by Wall St. Rank held Ameresco as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.