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Capital Performance Advisors’s MarineMax HZO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-17
Closed -$600 – 1302
2024
Q3 		$600 Buy
+17
New +$555 ﹤0.01% 2161

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capital Performance Advisors's HZO Position: Q4 2024 in Review

Capital Performance Advisors sold out of MarineMax (HZO) in Q4 2024, closing a stake of 17 shares — an estimated $600 sold.

Capital Performance Advisors first reported a position in HZO in Q3 2024 and held it in 1 quarter. The position peaked at $600 in Q3 2024. 155 funds tracked by Wall St. Rank hold HZO as of Q4 2024.

  • Capital Performance Advisors reported no remaining MarineMax position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 17 MarineMax shares in Q4 2024, an estimated $600.
  • Capital Performance Advisors first reported a position in MarineMax in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MarineMax position peaked at $600 in Q3 2024.
  • 155 funds tracked by Wall St. Rank held MarineMax as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.