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SYSTM Wealth Solutions’s Ameresco AMRC Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-270
Closed -$8.55K – 985
2023
Q4 		$8.55K Buy
+270
New +$8.14K ﹤0.01% 845

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
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

SYSTM Wealth Solutions's AMRC Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 270 shares — an estimated $8.55K sold.

SYSTM Wealth Solutions first reported a position in AMRC in Q4 2023 and held it in 1 quarter. The position peaked at $8.55K in Q4 2023. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 270 Ameresco shares in Q1 2024, an estimated $8.55K.
  • SYSTM Wealth Solutions first reported a position in Ameresco in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Ameresco position peaked at $8.55K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.