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FWM
Focused Wealth Management’s
MarineMax
HZO
Stock Holding History
Focused Wealth Management’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
Q4
–
Sell
-2,000
Closed
-$65.6K
–
1060
2023
Q3
$65.6K
Buy
+2,000
New
+$69.5K
0.01%
258
2022
Q3
–
Sell
-2,000
Closed
-$72K
–
1004
2022
Q2
$72K
Buy
+2,000
New
+$80.4K
0.01%
232
2021
Q3
–
Sell
-500
Closed
-$24K
–
1049
2021
Q2
$24K
Hold
500
–
–
﹤0.01%
482
2021
Q1
$25K
Buy
+500
New
+$23.6K
﹤0.01%
466
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BBCM
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Citadel Advisors
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30.34%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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