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Planned Solutions’s Costamare CMRE Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-900
Closed -$14.1K – 209
2024
Q3 		$14.1K Buy
+900
New +$13K 0.01% 414
2024
Q1 		– Sell
-1,000
Closed -$10.4K – 179
2023
Q4 		$10.4K Buy
+1,000
New +$9.54K ﹤0.01% 419
2021
Q1 		– Sell
-1,000
Closed -$8K – 126
2020
Q4 		$8K Buy
+1,000
New +$6.97K 0.01% 338

Other funds holding CMRE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Planned Solutions's CMRE Position: Q4 2024 in Review

Planned Solutions sold out of Costamare (CMRE) in Q4 2024, closing a stake of 900 shares — an estimated $14.1K sold.

Planned Solutions first reported a position in CMRE in Q4 2020 and held it in 3 quarters. The position peaked at $14.1K in Q3 2024. 173 funds tracked by Wall St. Rank hold CMRE as of Q4 2024.

  • Planned Solutions reported no remaining Costamare position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 900 Costamare shares in Q4 2024, an estimated $14.1K.
  • Planned Solutions first reported a position in Costamare in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Costamare position peaked at $14.1K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Costamare as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.