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Carolina Wealth Advisors’s MarineMax HZO Stock Holding History

Carolina 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
2024
Q1 		– Sell
-2,240
Closed -$87.1K – 234
2023
Q4 		$87.1K Hold
2,240
– – 0.05% 89
2023
Q3 		$73.5K Sell
2,240
-134
-6% -$4.66K 0.04% 102
2023
Q2 		$81.1K Buy
+2,374
New +$69.9K 0.05% 85

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
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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

Carolina Wealth Advisors's HZO Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of MarineMax (HZO) in Q1 2024, closing a stake of 2,240 shares — an estimated $87.1K sold.

Carolina Wealth Advisors first reported a position in HZO in Q2 2023 and held it in 3 quarters. The position peaked at $87.1K in Q4 2023. 162 funds tracked by Wall St. Rank hold HZO as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining MarineMax position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,240 MarineMax shares in Q1 2024, an estimated $87.1K.
  • Carolina Wealth Advisors first reported a position in MarineMax in Q2 2023 and held it in 3 quarters.
  • Carolina Wealth Advisors's MarineMax position peaked at $87.1K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held MarineMax as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.