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Beacon Pointe Advisors’s MarineMax HZO Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-5,460
Closed -$220K – 1130
2022
Q1 		$220K Buy
5,460
+230
+4% +$10.8K ﹤0.01% 1091
2021
Q4 		$309K Buy
+5,230
New +$280K 0.01% 724

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 $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's HZO Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of MarineMax (HZO) in Q2 2022, closing a stake of 5,460 shares — an estimated $220K sold.

Beacon Pointe Advisors first reported a position in HZO in Q4 2021 and held it in 2 quarters. The position peaked at $309K in Q4 2021. 212 funds tracked by Wall St. Rank hold HZO as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining MarineMax position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,460 MarineMax shares in Q2 2022, an estimated $220K.
  • Beacon Pointe Advisors first reported a position in MarineMax in Q4 2021 and held it in 2 quarters.
  • Beacon Pointe Advisors's MarineMax position peaked at $309K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held MarineMax as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.