Truist Financial
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Truist Financial’s Ameresco AMRC Stock Holding History

Truist Financial’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
-17,685
Closed -$870K – 2564
2023
Q1 		$870K Sell
17,685
-12,288
-41% -$651K ﹤0.01% 1632
2022
Q4 		$1.71M Sell
29,973
-836
-3% -$50.9K ﹤0.01% 1284
2022
Q3 		$2.05M Sell
30,809
-9,456
-23% -$581K ﹤0.01% 1157
2022
Q2 		$1.83M Sell
40,265
-586
-1% -$32.6K ﹤0.01% 1259
2022
Q1 		$3.25M Buy
40,851
+8,372
+26% +$528K 0.01% 1071
2021
Q4 		$2.65M Buy
32,479
+20,124
+163% +$1.61M ﹤0.01% 1146
2021
Q3 		$721K Buy
12,355
+2,432
+25% +$160K ﹤0.01% 1804
2021
Q2 		$622K Buy
+9,923
New +$534K ﹤0.01% 1920
2021
Q1 		– Sell
-6,778
Closed -$355K – 2621
2020
Q4 		$355K Buy
+6,778
New +$292K ﹤0.01% 2052

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Truist Financial's AMRC Position: Q2 2023 in Review

Truist Financial sold out of Ameresco (AMRC) in Q2 2023, closing a stake of 17,685 shares — an estimated $870K sold.

Truist Financial first reported a position in AMRC in Q4 2020 and held it in 9 quarters. The position peaked at $3.25M in Q1 2022. 200 funds tracked by Wall St. Rank hold AMRC as of Q2 2023.

  • Truist Financial reported no remaining Ameresco position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 17,685 Ameresco shares in Q2 2023, an estimated $870K.
  • Truist Financial first reported a position in Ameresco in Q4 2020 and held it in 9 quarters.
  • Truist Financial's Ameresco position peaked at $3.25M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Ameresco as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.