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Selective Wealth Management’s Costamare CMRE Stock Holding History

Selective 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
Q4 		– Sell
-100
Closed -$1K – 221
2022
Q3 		$1K Sell
100
-100
-50% -$1.1K ﹤0.01% 706
2022
Q2 		$2K Buy
200
+100
+100% +$1.39K ﹤0.01% 689
2022
Q1 		$2K Buy
+100
New +$1.43K ﹤0.01% 657

Other funds holding CMRE

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Selective Wealth Management's CMRE Position: Q4 2022 in Review

Selective Wealth Management sold out of Costamare (CMRE) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in CMRE in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 151 funds tracked by Wall St. Rank hold CMRE as of Q4 2022.

  • Selective Wealth Management reported no remaining Costamare position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Costamare shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Costamare in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Costamare position peaked at $2K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Costamare as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.