Crewe Advisors’s Costamare CMRE Stock Holding History

Crewe 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 Q1	–	Sell	-254	Closed	-$2.36K	–	856
2022 Q4	$2.36K	Hold	254	–	–	﹤0.01%	815
2022 Q3	$2K	Hold	254	–	–	﹤0.01%	1023
2022 Q2	$3K	Buy	+254	New	+$3.53K	﹤0.01%	879

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

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

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

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

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

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

BCM

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

Crewe Advisors's CMRE Position: Q1 2023 in Review

Crewe Advisors sold out of Costamare (CMRE) in Q1 2023, closing a stake of 254 shares — an estimated $2.36K sold.

Crewe Advisors first reported a position in CMRE in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 148 funds tracked by Wall St. Rank hold CMRE as of Q1 2023.

Crewe Advisors reported no remaining Costamare position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 254 Costamare shares in Q1 2023, an estimated $2.36K.
Crewe Advisors first reported a position in Costamare in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Costamare position peaked at $3K in Q2 2022.
148 funds tracked by Wall St. Rank held Costamare as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.