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Prestige Wealth Management Group’s Costamare CMRE Stock Holding History

Prestige Wealth Management 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
2023
Q1 		– Sell
-500
Closed -$4.64K – 1076
2022
Q4 		$4.64K Hold
500
– – ﹤0.01% 631
2022
Q3 		$4K Hold
500
– – ﹤0.01% 582
2022
Q2 		$6K Hold
500
– – ﹤0.01% 528
2022
Q1 		$9K Buy
+500
New +$7.13K ﹤0.01% 481

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
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
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
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

Prestige Wealth Management Group's CMRE Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Costamare (CMRE) in Q1 2023, closing a stake of 500 shares — an estimated $4.64K sold.

Prestige Wealth Management Group first reported a position in CMRE in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 148 funds tracked by Wall St. Rank hold CMRE as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Costamare position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 500 Costamare shares in Q1 2023, an estimated $4.64K.
  • Prestige Wealth Management Group first reported a position in Costamare in Q1 2022 and held it in 4 quarters.
  • Prestige Wealth Management Group's Costamare position peaked at $9K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Costamare as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.