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Capital Wealth Planning’s Navios Maritime Partners NMM Stock Holding History

Capital Wealth Planning’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,400
Closed -$276K – 150
2024
Q3 		$276K Buy
+4,400
New +$226K ﹤0.01% 127

Other funds holding NMM

PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Armor Advisors New York $298M AUM 46.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Wealth Planning's NMM Position: Q4 2024 in Review

Capital Wealth Planning sold out of Navios Maritime Partners (NMM) in Q4 2024, closing a stake of 4,400 shares — an estimated $276K sold.

Capital Wealth Planning first reported a position in NMM in Q3 2024 and held it in 1 quarter. The position peaked at $276K in Q3 2024. 72 funds tracked by Wall St. Rank hold NMM as of Q4 2024.

  • Capital Wealth Planning reported no remaining Navios Maritime Partners position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 4,400 Navios Maritime Partners shares in Q4 2024, an estimated $276K.
  • Capital Wealth Planning first reported a position in Navios Maritime Partners in Q3 2024 and held it in 1 quarter.
  • Capital Wealth Planning's Navios Maritime Partners position peaked at $276K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.