AWM
HZO icon

AE Wealth Management’s MarineMax HZO Stock Holding History

AE Wealth Management’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,564
Closed -$658K – 1732
2021
Q3 		$658K Buy
13,564
+1,276
+10% +$63.7K 0.01% 1042
2021
Q2 		$599K Sell
12,288
-3,945
-24% -$206K 0.01% 1078
2021
Q1 		$801K Buy
+16,233
New +$766K 0.01% 850

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

AE Wealth Management's HZO Position: Q4 2021 in Review

AE Wealth Management sold out of MarineMax (HZO) in Q4 2021, closing a stake of 13,564 shares — an estimated $658K sold.

AE Wealth Management first reported a position in HZO in Q1 2021 and held it in 3 quarters. The position peaked at $801K in Q1 2021. 234 funds tracked by Wall St. Rank hold HZO as of Q4 2021.

  • AE Wealth Management reported no remaining MarineMax position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 13,564 MarineMax shares in Q4 2021, an estimated $658K.
  • AE Wealth Management first reported a position in MarineMax in Q1 2021 and held it in 3 quarters.
  • AE Wealth Management's MarineMax position peaked at $801K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held MarineMax as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.