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Atlantic Edge Private Wealth Management’s Costamare CMRE Stock Holding History

Atlantic Edge Private Wealth Management’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
2025
Q1 		– Sell
-300
Closed -$3.85K – 503
2024
Q4 		$3.85K Sell
300
-500
-63% -$6.88K ﹤0.01% 410
2024
Q3 		$12.6K Hold
800
– – ﹤0.01% 314
2024
Q2 		$13.1K Hold
800
– – ﹤0.01% 295
2024
Q1 		$9.08K Hold
800
– – ﹤0.01% 325
2023
Q4 		$8.33K Buy
+800
New +$7.63K ﹤0.01% 311

Other funds holding CMRE

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CMRE Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Costamare (CMRE) in Q1 2025, closing a stake of 300 shares — an estimated $3.85K sold.

Atlantic Edge Private Wealth Management first reported a position in CMRE in Q4 2023 and held it in 5 quarters. The position peaked at $13.1K in Q2 2024. 173 funds tracked by Wall St. Rank hold CMRE as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Costamare position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 300 Costamare shares in Q1 2025, an estimated $3.85K.
  • Atlantic Edge Private Wealth Management first reported a position in Costamare in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Costamare position peaked at $13.1K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Costamare as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.