Avior Wealth Management’s MarineMax HZO Stock Holding History

Avior 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
2024 Q2	–	Sell	-4	Closed	-$133	–	2933
2024 Q1	$133	Buy	+4	New	+$128	﹤0.01%	3060

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's HZO Position: Q2 2024 in Review

Avior Wealth Management sold out of MarineMax (HZO) in Q2 2024, closing a stake of 4 shares — an estimated $133 sold.

Avior Wealth Management first reported a position in HZO in Q1 2024 and held it in 1 quarter. The position peaked at $133 in Q1 2024. 148 funds tracked by Wall St. Rank hold HZO as of Q2 2024.

Avior Wealth Management reported no remaining MarineMax position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 4 MarineMax shares in Q2 2024, an estimated $133.
Avior Wealth Management first reported a position in MarineMax in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's MarineMax position peaked at $133 in Q1 2024.
148 funds tracked by Wall St. Rank held MarineMax as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.