Cetera Investment Advisers
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Cetera Investment Advisers’s Costamare CMRE Stock Holding History

Cetera Investment Advisers’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
-14,038
Closed -$231K – 3761
2024
Q2 		$231K Buy
14,038
+483
+4% +$6.6K ﹤0.01% 3261
2024
Q1 		$154K Buy
+13,555
New +$150K ﹤0.01% 3421

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

Cetera Investment Advisers's CMRE Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Costamare (CMRE) in Q3 2024, closing a stake of 14,038 shares — an estimated $231K sold.

Cetera Investment Advisers first reported a position in CMRE in Q1 2024 and held it in 2 quarters. The position peaked at $231K in Q2 2024. 165 funds tracked by Wall St. Rank hold CMRE as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Costamare position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 14,038 Costamare shares in Q3 2024, an estimated $231K.
  • Cetera Investment Advisers first reported a position in Costamare in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Costamare position peaked at $231K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Costamare as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.