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Baldwin Wealth Partners’s Costamare CMRE Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-500
Closed -$7.86K – 383
2024
Q3 		$7.86K Hold
500
– – ﹤0.01% 828
2024
Q2 		$8.21K Hold
500
– – ﹤0.01% 555
2024
Q1 		$5.67K Hold
500
– – ﹤0.01% 586
2023
Q4 		$5.21K Hold
500
– – ﹤0.01% 619
2023
Q3 		$4.81K Hold
500
– – ﹤0.01% 630
2023
Q2 		$4.83K Hold
500
– – ﹤0.01% 649
2023
Q1 		$4.71K Hold
500
– – ﹤0.01% 678
2022
Q4 		$4.64K Buy
+500
New +$4.69K ﹤0.01% 666

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BCM
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State Street
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Renaissance Technologies
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American Century Companies
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Baldwin Wealth Partners's CMRE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Costamare (CMRE) in Q4 2024, closing a stake of 500 shares — an estimated $7.86K sold.

Baldwin Wealth Partners first reported a position in CMRE in Q4 2022 and held it in 8 quarters. The position peaked at $8.21K in Q2 2024. 173 funds tracked by Wall St. Rank hold CMRE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Costamare position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 500 Costamare shares in Q4 2024, an estimated $7.86K.
  • Baldwin Wealth Partners first reported a position in Costamare in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Costamare position peaked at $8.21K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Costamare as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.