First Horizon Advisors’s MarineMax HZO Stock Holding History

First Horizon 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 Q1	–	Sell	-141	Closed	-$4.4K	–	2503
2022 Q4	$4.4K	Sell	141 -33	-19%	-$1.04K	﹤0.01%	1828
2022 Q3	$5K	Hold	174	–	–	﹤0.01%	1773
2022 Q2	$6K	Sell	174 -261	-60%	-$10.5K	﹤0.01%	1765
2022 Q1	$18K	Buy	435 +274	+170%	+$12.9K	﹤0.01%	918
2021 Q4	$9K	Buy	+161	New	+$8.62K	﹤0.01%	1557
2016 Q1	–	Sell	-1,500	Closed	-$28K	–	1359
2015 Q4	$28K	Hold	1,500	–	–	0.01%	624
2015 Q3	$21K	Hold	1,500	–	–	﹤0.01%	784
2015 Q2	$35K	Hold	1,500	–	–	0.01%	646
2015 Q1	$40K	Hold	1,500	–	–	0.01%	617
2014 Q4	$30K	Hold	1,500	–	–	﹤0.01%	700
2014 Q3	$25K	Hold	1,500	–	–	﹤0.01%	748
2014 Q2	$25K	Sell	1,500 -698	-32%	-$11K	﹤0.01%	756
2014 Q1	$33K	Hold	2,198	–	–	﹤0.01%	619
2013 Q4	$33K	Buy	2,198 +100	+5%	+$1.51K	﹤0.01%	583
2013 Q3	$25K	Buy	2,098 +1,500	+251%	+$17.9K	﹤0.01%	603
2013 Q2	$7K	Buy	+598	New	+$7.25K	﹤0.01%	596

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return