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Sowell Financial Services’s Ameresco AMRC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-18,147
Closed -$898K – 611
2021
Q1 		$898K Buy
18,147
+11,348
+167% +$625K 0.03% 444
2020
Q4 		$355K Buy
6,799
+2,217
+48% +$95.5K 0.02% 632
2020
Q3 		$153K Buy
4,582
+3,673
+404% +$111K 0.01% 822
2020
Q2 		$25K Buy
+909
New +$18.3K ﹤0.01% 1387

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's AMRC Position: Q2 2021 in Review

Sowell Financial Services sold out of Ameresco (AMRC) in Q2 2021, closing a stake of 18,147 shares — an estimated $898K sold.

Sowell Financial Services first reported a position in AMRC in Q2 2020 and held it in 4 quarters. The position peaked at $898K in Q1 2021. 191 funds tracked by Wall St. Rank hold AMRC as of Q2 2021.

  • Sowell Financial Services reported no remaining Ameresco position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 18,147 Ameresco shares in Q2 2021, an estimated $898K.
  • Sowell Financial Services first reported a position in Ameresco in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Ameresco position peaked at $898K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Ameresco as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.