Investmark Advisory Group’s Costamare CMRE Stock Holding History

Investmark Advisory 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
2022 Q1	–	Sell	-730	Closed	-$9K	–	134
2021 Q4	$9K	Buy	+730	New	+$9.55K	0.01%	295

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Investmark Advisory Group's CMRE Position: Q1 2022 in Review

Investmark Advisory Group sold out of Costamare (CMRE) in Q1 2022, closing a stake of 730 shares — an estimated $9K sold.

Investmark Advisory Group first reported a position in CMRE in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 164 funds tracked by Wall St. Rank hold CMRE as of Q1 2022.

Investmark Advisory Group reported no remaining Costamare position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 730 Costamare shares in Q1 2022, an estimated $9K.
Investmark Advisory Group first reported a position in Costamare in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Costamare position peaked at $9K in Q4 2021.
164 funds tracked by Wall St. Rank held Costamare as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.