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Cornerstone Planning Group’s Costamare CMRE Stock Holding History

Cornerstone Planning Group’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
-72
Closed -$965 – 1415
2024
Q3 		$965 Buy
72
+32
+80% +$461 ﹤0.01% 939
2024
Q2 		$546 Buy
+40
New +$546 ﹤0.01% 1068

Other funds holding CMRE

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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

Cornerstone Planning Group's CMRE Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Costamare (CMRE) in Q4 2024, closing a stake of 72 shares — an estimated $965 sold.

Cornerstone Planning Group first reported a position in CMRE in Q2 2024 and held it in 2 quarters. The position peaked at $965 in Q3 2024. 173 funds tracked by Wall St. Rank hold CMRE as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Costamare position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 72 Costamare shares in Q4 2024, an estimated $965.
  • Cornerstone Planning Group first reported a position in Costamare in Q2 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Costamare position peaked at $965 in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Costamare as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.