B. Riley Wealth Advisors’s MarineMax HZO Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-7,200	Closed	-$225K	–	1570
2022 Q4	$225K	Buy	+7,200	New	+$226K	0.01%	1193
2015 Q1	–	Sell	-12	Closed	–	–	1213
2014 Q4	$0	Buy	+12	New	+$220	﹤0.01%	3708
2014 Q3	–	Sell	-12	Closed	-$207	–	1210
2014 Q2	$207	Buy	+12	New	+$189	﹤0.01%	2430

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

PMG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's HZO Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of MarineMax (HZO) in Q1 2023, closing a stake of 7,200 shares — an estimated $225K sold.

B. Riley Wealth Advisors first reported a position in HZO in Q2 2014 and held it in 3 quarters. The position peaked at $225K in Q4 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

B. Riley Wealth Advisors reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,200 MarineMax shares in Q1 2023, an estimated $225K.
B. Riley Wealth Advisors first reported a position in MarineMax in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's MarineMax position peaked at $225K in Q4 2022.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.