Lake Point Wealth Management’s Costamare CMRE Stock Holding History

Lake Point 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 Q2	$6K	Hold	500	–	–	﹤0.01%	205
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	173
2021 Q4	$6K	Buy	500 +100	+25%	+$1.31K	﹤0.01%	238
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	219
2021 Q2	$5K	Buy	+400	New	+$4.3K	﹤0.01%	239

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

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

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

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

Lake Point Wealth Management's CMRE Position: Q2 2022 in Review

Lake Point Wealth Management held its Costamare (CMRE) position steady in Q2 2022 at 500 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Lake Point Wealth Management first reported a position in CMRE in Q2 2021 and has held it in 5 quarters since. The position peaked at $9K in Q1 2022. 148 funds tracked by Wall St. Rank hold CMRE as of Q2 2022.

Lake Point Wealth Management held 500 shares of Costamare worth $6K as of Q2 2022.
Lake Point Wealth Management left its Costamare share count unchanged in Q2 2022.
Costamare made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #205 holding.
Lake Point Wealth Management first reported a position in Costamare in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Costamare position peaked at $9K in Q1 2022.
148 funds tracked by Wall St. Rank held Costamare as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.