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B. Riley Wealth Advisors’s Costamare CMRE Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-16,188
Closed -$266K – 1293
2024
Q2 		$266K Buy
16,188
+4,544
+39% +$62.1K 0.01% 1087
2024
Q1 		$112K Buy
+11,644
New +$129K ﹤0.01% 1348
2023
Q4 		– Sell
-11,644
Closed -$112K – 1417
2023
Q3 		$112K Buy
11,644
+302
+3% +$3.08K ﹤0.01% 1348
2023
Q2 		$110K Sell
11,342
-13,470
-54% -$121K ﹤0.01% 1424
2023
Q1 		$233K Sell
24,812
-2,398
-9% -$23.6K 0.01% 1211
2022
Q4 		$253K Buy
27,210
+9,438
+53% +$88.6K 0.01% 1131
2022
Q3 		$160K Hold
17,772
– – ﹤0.01% 1270
2022
Q2 		$216K Buy
17,772
+1,900
+12% +$26.4K 0.01% 1020
2022
Q1 		$271K Sell
15,872
-498
-3% -$7.1K 0.01% 1059
2021
Q4 		$208K Hold
16,370
– – 0.01% 1252
2021
Q3 		$254K Buy
16,370
+2,000
+14% +$25.8K 0.01% 1132
2021
Q2 		$170K Buy
14,370
+2,540
+21% +$27.3K 0.01% 1249
2021
Q1 		$114K Buy
+11,830
New +$110K ﹤0.01% 1282

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

B. Riley Wealth Advisors's CMRE Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Costamare (CMRE) in Q3 2024, closing a stake of 16,188 shares — an estimated $266K sold.

B. Riley Wealth Advisors first reported a position in CMRE in Q1 2021 and held it in 13 quarters. The position peaked at $271K in Q1 2022. 165 funds tracked by Wall St. Rank hold CMRE as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Costamare position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,188 Costamare shares in Q3 2024, an estimated $266K.
  • B. Riley Wealth Advisors first reported a position in Costamare in Q1 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Costamare position peaked at $271K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held Costamare as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.