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Wipfli Financial Advisors’s Costamare CMRE Stock Holding History

Wipfli 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
2022
Q3 		$67K Buy
+7,513
New +$82.8K ﹤0.01% 932

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wipfli Financial Advisors's CMRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Costamare (CMRE) in Q3 2022: 7,513 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings.

153 funds tracked by Wall St. Rank hold CMRE as of Q3 2022.

  • Wipfli Financial Advisors held 7,513 shares of Costamare worth $67K as of Q3 2022.
  • Costamare was a new Wipfli Financial Advisors position in Q3 2022.
  • Costamare made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #932 holding.
  • 153 funds tracked by Wall St. Rank held Costamare as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.