CAPTRUST Financial Advisors
HZO icon

CAPTRUST Financial Advisors’s MarineMax HZO Stock Holding History

CAPTRUST Financial 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
Q3 		– Sell
-2,911
Closed -$105K – 2976
2022
Q2 		$105K Buy
2,911
+255
+10% +$10.2K ﹤0.01% 2158
2022
Q1 		$107K Buy
2,656
+744
+39% +$35K ﹤0.01% 2213
2021
Q4 		$113K Sell
1,912
-802
-30% -$42.9K ﹤0.01% 2071
2021
Q3 		$132K Buy
2,714
+130
+5% +$6.49K ﹤0.01% 1854
2021
Q2 		$126K Sell
2,584
-62
-2% -$3.23K ﹤0.01% 1840
2021
Q1 		$131K Buy
2,646
+2,606
+6,515% +$123K ﹤0.01% 1771
2020
Q4 		$1K Buy
40
+35
+700% +$1.1K ﹤0.01% 3259
2020
Q3 		$0 Buy
+5
New +$137 ﹤0.01% 3131
2018
Q2 		– Sell
-459
Closed -$9K – 1555
2018
Q1 		$9K Buy
459
+167
+57% +$3.44K ﹤0.01% 1054
2017
Q4 		$6K Buy
+292
New +$5.62K ﹤0.01% 1099

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EAM
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Geode Capital Management
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Millennium Management
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return