TCI Wealth Advisors’s Ameresco AMRC Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-101	Closed	-$4.97K	–	307
2023 Q1	$4.97K	Sell	101 -30	-23%	-$1.59K	﹤0.01%	1534
2022 Q4	$7.49K	Sell	131 -1	-0.8%	-$61	﹤0.01%	1264
2022 Q3	$9K	Buy	132 +2	+2%	+$123	﹤0.01%	1052
2022 Q2	$6K	Sell	130 -23	-15%	-$1.28K	﹤0.01%	1317
2022 Q1	$12K	Buy	153 +21	+16%	+$1.32K	﹤0.01%	958
2021 Q4	$11K	Buy	132 +2	+2%	+$160	﹤0.01%	1070
2021 Q3	$8K	Hold	130	–	–	﹤0.01%	1220
2021 Q2	$8K	Buy	130 +86	+195%	+$4.63K	﹤0.01%	1082
2021 Q1	$2K	Buy	+44	New	+$2.42K	﹤0.01%	1654
2020 Q1	–	Sell	-51	Closed	-$1K	–	1454
2019 Q4	$1K	Hold	51	–	–	﹤0.01%	1275
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	1216
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	1132
2019 Q1	$1K	Hold	51	–	–	﹤0.01%	1140
2018 Q4	$1K	Buy	+51	New	+$719	﹤0.01%	1133

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's AMRC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ameresco (AMRC) in Q2 2023, closing a stake of 101 shares — an estimated $4.97K sold.

TCI Wealth Advisors first reported a position in AMRC in Q4 2018 and held it in 14 quarters. The position peaked at $12K in Q1 2022. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

TCI Wealth Advisors reported no remaining Ameresco position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 101 Ameresco shares in Q2 2023, an estimated $4.97K.
TCI Wealth Advisors first reported a position in Ameresco in Q4 2018 and held it in 14 quarters.
TCI Wealth Advisors's Ameresco position peaked at $12K in Q1 2022.
200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.