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Carolinas Wealth Consulting’s MarineMax HZO Stock Holding History

Carolinas Wealth Consulting’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
2021
Q1 		– Sell
-56
Closed -$2K – 964
2020
Q4 		$2K Hold
56
– – ﹤0.01% 744
2020
Q3 		$1K Buy
+56
New +$1.54K ﹤0.01% 834

Other funds holding HZO

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EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Carolinas Wealth Consulting's HZO Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of MarineMax (HZO) in Q1 2021, closing a stake of 56 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in HZO in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 213 funds tracked by Wall St. Rank hold HZO as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining MarineMax position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 56 MarineMax shares in Q1 2021, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in MarineMax in Q3 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's MarineMax position peaked at $2K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held MarineMax as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.