NWWA
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New Wave Wealth Advisors’s Costamare CMRE Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-100
Closed -$1.28K – 231
2024
Q4 		$1.28K Buy
+100
New +$1.38K ﹤0.01% 604

Other funds holding CMRE

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
Acadian Asset Management
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

New Wave Wealth Advisors's CMRE Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Costamare (CMRE) in Q1 2025, closing a stake of 100 shares — an estimated $1.28K sold.

New Wave Wealth Advisors first reported a position in CMRE in Q4 2024 and held it in 1 quarter. The position peaked at $1.28K in Q4 2024. 173 funds tracked by Wall St. Rank hold CMRE as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Costamare position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 100 Costamare shares in Q1 2025, an estimated $1.28K.
  • New Wave Wealth Advisors first reported a position in Costamare in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Costamare position peaked at $1.28K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Costamare as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.