Commonwealth Equity Services
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Commonwealth Equity Services’s MarineMax HZO Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-24,198
Closed -$1.43M – 3750
2021
Q4 		$1.43M Buy
24,198
+853
+4% +$45.7K ﹤0.01% 1723
2021
Q3 		$1.13M Buy
23,345
+5,156
+28% +$257K ﹤0.01% 1832
2021
Q2 		$886K Sell
18,189
-7,490
-29% -$391K ﹤0.01% 2009
2021
Q1 		$1.27M Buy
+25,679
New +$1.21M ﹤0.01% 1633

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Commonwealth Equity Services's HZO Position: Q1 2022 in Review

Commonwealth Equity Services sold out of MarineMax (HZO) in Q1 2022, closing a stake of 24,198 shares — an estimated $1.43M sold.

Commonwealth Equity Services first reported a position in HZO in Q1 2021 and held it in 4 quarters. The position peaked at $1.43M in Q4 2021. 227 funds tracked by Wall St. Rank hold HZO as of Q1 2022.

  • Commonwealth Equity Services reported no remaining MarineMax position as of Q1 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 24,198 MarineMax shares in Q1 2022, an estimated $1.43M.
  • Commonwealth Equity Services first reported a position in MarineMax in Q1 2021 and held it in 4 quarters.
  • Commonwealth Equity Services's MarineMax position peaked at $1.43M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held MarineMax as of Q1 2022.

Based on Commonwealth Equity Services's 13F filing for Q1 2022, filed 4 May 2022.