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Wealthcare Advisory Partners’s Ameresco AMRC Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-100
Closed -$5K – 606
2021
Q1 		$5K Buy
+100
New +$5.51K ﹤0.01% 1625

Other funds holding AMRC

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Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Advisory Partners's AMRC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Ameresco (AMRC) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in AMRC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 191 funds tracked by Wall St. Rank hold AMRC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Ameresco position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Ameresco shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Ameresco in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Ameresco position peaked at $5K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Ameresco as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.