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Clearview Wealth Advisors’s MarineMax HZO Stock Holding History

Clearview 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
2023
Q3 		– Sell
-29
Closed -$991 – 344
2023
Q2 		$991 Buy
29
+12
+71% +$353 ﹤0.01% 607
2023
Q1 		$489 Buy
+17
New +$534 ﹤0.01% 615

Other funds holding HZO

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American Century Companies
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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
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearview Wealth Advisors's HZO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of MarineMax (HZO) in Q3 2023, closing a stake of 29 shares — an estimated $991 sold.

Clearview Wealth Advisors first reported a position in HZO in Q1 2023 and held it in 2 quarters. The position peaked at $991 in Q2 2023. 163 funds tracked by Wall St. Rank hold HZO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining MarineMax position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 29 MarineMax shares in Q3 2023, an estimated $991.
  • Clearview Wealth Advisors first reported a position in MarineMax in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's MarineMax position peaked at $991 in Q2 2023.
  • 163 funds tracked by Wall St. Rank held MarineMax as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.