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BerganKDV Wealth Management’s Castor Maritime CTRM Stock Holding History

BerganKDV Wealth Management’s Portfolio CTRM Stock Details CTRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1
Closed – – 1047
2021
Q2 		$0 Hold
1
– – ﹤0.01% 987
2021
Q1 		$0 Buy
+1
New +$78 ﹤0.01% 944

Other funds holding CTRM

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

BerganKDV Wealth Management's CTRM Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Castor Maritime (CTRM) in Q3 2021, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in CTRM in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 33 funds tracked by Wall St. Rank hold CTRM as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Castor Maritime position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1 Castor Maritime share in Q3 2021.
  • BerganKDV Wealth Management first reported a position in Castor Maritime in Q1 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Castor Maritime position peaked at $0 in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Castor Maritime as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.