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Advisornet Financial’s Costamare CMRE Stock Holding History

Advisornet Financial’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$115 – 2125
2023
Q4 		$115 Buy
11
+1
+10% +$10 ﹤0.01% 2352
2023
Q3 		$96 Buy
10
+1
+11% +$10 ﹤0.01% 2217
2023
Q2 		$87 Hold
9
– – ﹤0.01% 2280
2023
Q1 		$85 Buy
9
+2
+29% +$20 ﹤0.01% 2321
2022
Q4 		$65 Buy
+7
New +$66 ﹤0.01% 2319

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisornet Financial's CMRE Position: Q1 2024 in Review

Advisornet Financial sold out of Costamare (CMRE) in Q1 2024, closing a stake of 11 shares — an estimated $115 sold.

Advisornet Financial first reported a position in CMRE in Q4 2022 and held it in 5 quarters. The position peaked at $115 in Q4 2023. 153 funds tracked by Wall St. Rank hold CMRE as of Q1 2024.

  • Advisornet Financial reported no remaining Costamare position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 11 Costamare shares in Q1 2024, an estimated $115.
  • Advisornet Financial first reported a position in Costamare in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Costamare position peaked at $115 in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Costamare as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.