Taylor Wealth Management Partners’s Ameresco AMRC Stock Holding History

Taylor Wealth Management Partners’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	$1.24M	Sell	27,211 -1,908	-7%	-$106K	0.7%	39
2022 Q1	$2.31M	Sell	29,119 -1,105	-4%	-$69.7K	0.94%	36
2021 Q4	$2.46M	Sell	30,224 -385	-1%	-$30.8K	0.87%	37
2021 Q3	$1.79M	Buy	30,609 +1,035	+3%	+$68.2K	0.64%	44
2021 Q2	$1.85M	Sell	29,574 -405	-1%	-$21.8K	0.65%	45
2021 Q1	$1.46M	Buy	29,979 +705	+2%	+$38.8K	0.53%	47
2020 Q4	$1.53M	Buy	+29,274	New	+$1.26M	0.59%	43

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

Taylor Wealth Management Partners's AMRC Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Ameresco (AMRC) stake by 6.6% in Q2 2022, selling an estimated $106K and leaving 27,211 shares worth $1.24M. The position accounts for 0.7% of the portfolio, ranked #39.

Taylor Wealth Management Partners first reported a position in AMRC in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2021. 215 funds tracked by Wall St. Rank hold AMRC as of Q2 2022.

Taylor Wealth Management Partners held 27,211 shares of Ameresco worth $1.24M as of Q2 2022.
Taylor Wealth Management Partners sold 1,908 Ameresco shares in Q2 2022, an estimated $106K.
Ameresco made up 0.7% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #39 holding.
Taylor Wealth Management Partners first reported a position in Ameresco in Q4 2020 and has held it in 7 quarters since.
Taylor Wealth Management Partners's Ameresco position peaked at $2.46M in Q4 2021.
215 funds tracked by Wall St. Rank held Ameresco as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.