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Valeo Financial Advisors’s Costamare CMRE Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-204
Closed -$2K – 758
2021
Q1 		$2K Hold
204
– – ﹤0.01% 1782
2020
Q4 		$2K Sell
204
-329
-62% -$2.29K ﹤0.01% 1504
2020
Q3 		$3K Buy
+533
New +$2.73K ﹤0.01% 1333

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Valeo Financial Advisors's CMRE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Costamare (CMRE) in Q2 2021, closing a stake of 204 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CMRE in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 138 funds tracked by Wall St. Rank hold CMRE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Costamare position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 204 Costamare shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Costamare in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Costamare position peaked at $3K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held Costamare as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.