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Independent Solutions Wealth Management’s Costamare CMRE Stock Holding History

Independent Solutions 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
2022
Q3 		– Sell
-11,807
Closed -$143K – 211
2022
Q2 		$143K Sell
11,807
-756
-6% -$10.5K 0.04% 212
2022
Q1 		$214K Buy
12,563
+617
+5% +$8.8K 0.05% 206
2021
Q4 		$151K Hold
11,946
– – 0.04% 225
2021
Q3 		$185K Buy
+11,946
New +$154K 0.05% 211

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Solutions Wealth Management's CMRE Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Costamare (CMRE) in Q3 2022, closing a stake of 11,807 shares — an estimated $143K sold.

Independent Solutions Wealth Management first reported a position in CMRE in Q3 2021 and held it in 4 quarters. The position peaked at $214K in Q1 2022. 153 funds tracked by Wall St. Rank hold CMRE as of Q3 2022.

  • Independent Solutions Wealth Management reported no remaining Costamare position as of Q3 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,807 Costamare shares in Q3 2022, an estimated $143K.
  • Independent Solutions Wealth Management first reported a position in Costamare in Q3 2021 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Costamare position peaked at $214K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Costamare as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.