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IHT Wealth Management’s Costamare CMRE Stock Holding History

IHT Wealth Management’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
2021
Q4 		– Sell
-11,480
Closed -$178K – 819
2021
Q3 		$178K Buy
+11,480
New +$148K 0.01% 745
2018
Q2 		– Sell
-10,358
Closed -$66K – 588
2018
Q1 		$66K Sell
10,358
-329
-3% -$2.07K 0.02% 596
2017
Q4 		$66K Sell
10,687
-112
-1% -$664 0.02% 610
2017
Q3 		$66K Buy
+10,799
New +$69.9K 0.03% 444

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IHT Wealth Management's CMRE Position: Q4 2021 in Review

IHT Wealth Management sold out of Costamare (CMRE) in Q4 2021, closing a stake of 11,480 shares — an estimated $178K sold.

IHT Wealth Management first reported a position in CMRE in Q3 2017 and held it in 4 quarters. The position peaked at $178K in Q3 2021. 159 funds tracked by Wall St. Rank hold CMRE as of Q4 2021.

  • IHT Wealth Management reported no remaining Costamare position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 11,480 Costamare shares in Q4 2021, an estimated $178K.
  • IHT Wealth Management first reported a position in Costamare in Q3 2017 and held it in 4 quarters.
  • IHT Wealth Management's Costamare position peaked at $178K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Costamare as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.