Money Concepts Capital’s Costamare CMRE Stock Holding History

Money Concepts Capital’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	-240	Closed	-$2.23K	–	916
2022 Q4	$2.23K	Buy	+240	New	+$2.25K	﹤0.01%	2646

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

Money Concepts Capital's CMRE Position: Q1 2023 in Review

Money Concepts Capital sold out of Costamare (CMRE) in Q1 2023, closing a stake of 240 shares — an estimated $2.23K sold.

Money Concepts Capital first reported a position in CMRE in Q4 2022 and held it in 1 quarter. The position peaked at $2.23K in Q4 2022. 148 funds tracked by Wall St. Rank hold CMRE as of Q1 2023.

Money Concepts Capital reported no remaining Costamare position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 240 Costamare shares in Q1 2023, an estimated $2.23K.
Money Concepts Capital first reported a position in Costamare in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Costamare position peaked at $2.23K in Q4 2022.
148 funds tracked by Wall St. Rank held Costamare as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.