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Wagner Wealth Management (South Carolina)’s Ameresco AMRC Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-95
Closed -$6K – 640
2021
Q2 		$6K Buy
+95
New +$5.11K ﹤0.01% 539

Other funds holding AMRC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AMRC Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Ameresco (AMRC) in Q3 2021, closing a stake of 95 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in AMRC in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 196 funds tracked by Wall St. Rank hold AMRC as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Ameresco position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 95 Ameresco shares in Q3 2021, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in Ameresco in Q2 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Ameresco position peaked at $6K in Q2 2021.
  • 196 funds tracked by Wall St. Rank held Ameresco as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.