AWM
HZO icon

Alterna Wealth Management’s MarineMax HZO Stock Holding History

Alterna 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
2022
Q1 		– Sell
-3,698
Closed -$218K – 131
2021
Q4 		$218K Buy
+3,698
New +$198K 0.18% 89

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Alterna Wealth Management's HZO Position: Q1 2022 in Review

Alterna Wealth Management sold out of MarineMax (HZO) in Q1 2022, closing a stake of 3,698 shares — an estimated $218K sold.

Alterna Wealth Management first reported a position in HZO in Q4 2021 and held it in 1 quarter. The position peaked at $218K in Q4 2021. 227 funds tracked by Wall St. Rank hold HZO as of Q1 2022.

  • Alterna Wealth Management reported no remaining MarineMax position as of Q1 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 3,698 MarineMax shares in Q1 2022, an estimated $218K.
  • Alterna Wealth Management first reported a position in MarineMax in Q4 2021 and held it in 1 quarter.
  • Alterna Wealth Management's MarineMax position peaked at $218K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held MarineMax as of Q1 2022.

Based on Alterna Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.