BDO Wealth Advisors’s Costamare CMRE Stock Holding History

BDO 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
2023 Q2	$7.74K	Hold	800	–	–	﹤0.01%	728
2023 Q1	$7.53K	Hold	800	–	–	﹤0.01%	754
2022 Q4	$7.42K	Hold	800	–	–	﹤0.01%	725
2022 Q3	$7K	Hold	800	–	–	﹤0.01%	770
2022 Q2	$10K	Hold	800	–	–	﹤0.01%	681
2022 Q1	$14K	Hold	800	–	–	﹤0.01%	662
2021 Q4	$10K	Hold	800	–	–	﹤0.01%	725
2021 Q3	$12K	Hold	800	–	–	﹤0.01%	696
2021 Q2	$9K	Hold	800	–	–	﹤0.01%	761
2021 Q1	$8K	Hold	800	–	–	﹤0.01%	768
2020 Q4	$7K	Buy	+800	New	+$5.57K	﹤0.01%	587

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

BDO Wealth Advisors's CMRE Position: Q2 2023 in Review

BDO Wealth Advisors held its Costamare (CMRE) position steady in Q2 2023 at 800 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

BDO Wealth Advisors first reported a position in CMRE in Q4 2020 and has held it in 11 quarters since. The position peaked at $14K in Q1 2022. 140 funds tracked by Wall St. Rank hold CMRE as of Q2 2023.

BDO Wealth Advisors held 800 shares of Costamare worth $7.74K as of Q2 2023.
BDO Wealth Advisors left its Costamare share count unchanged in Q2 2023.
Costamare made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #728 holding.
BDO Wealth Advisors first reported a position in Costamare in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's Costamare position peaked at $14K in Q1 2022.
140 funds tracked by Wall St. Rank held Costamare as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.