Valeo Financial Advisors’s Ameresco AMRC Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-389	Closed	-$19K	–	577
2021 Q1	$19K	Sell	389 -241	-38%	-$13.3K	﹤0.01%	1169
2020 Q4	$33K	Buy	630 +200	+47%	+$8.62K	﹤0.01%	907
2020 Q3	$14K	Hold	430	–	–	﹤0.01%	996
2020 Q2	$12K	Sell	430 -156	-27%	-$3.15K	﹤0.01%	1218
2020 Q1	$10K	Hold	586	–	–	﹤0.01%	1078
2019 Q4	$10K	Hold	586	–	–	﹤0.01%	1101
2019 Q3	$9K	Hold	586	–	–	﹤0.01%	1041
2019 Q2	$9K	Hold	586	–	–	﹤0.01%	1040
2019 Q1	$9K	Hold	586	–	–	﹤0.01%	984
2018 Q4	$8K	Hold	586	–	–	﹤0.01%	931
2018 Q3	$9K	Hold	586	–	–	﹤0.01%	989
2018 Q2	$8K	Hold	586	–	–	﹤0.01%	989
2018 Q1	$8K	Hold	586	–	–	﹤0.01%	977
2017 Q4	$5K	Hold	586	–	–	﹤0.01%	988
2017 Q3	$5K	Buy	+586	New	+$4.15K	﹤0.01%	858

Other funds holding AMRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIMG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's AMRC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Ameresco (AMRC) in Q2 2021, closing a stake of 389 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in AMRC in Q3 2017 and held it in 15 quarters. The position peaked at $33K in Q4 2020. 191 funds tracked by Wall St. Rank hold AMRC as of Q2 2021.

Valeo Financial Advisors reported no remaining Ameresco position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 389 Ameresco shares in Q2 2021, an estimated $19K.
Valeo Financial Advisors first reported a position in Ameresco in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Ameresco position peaked at $33K in Q4 2020.
191 funds tracked by Wall St. Rank held Ameresco as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.