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	–	1054
2023 Q3	$65.6K	Buy	+2,000	New	+$69.5K	0.01%	258
2022 Q3	–	Sell	-2,000	Closed	-$72K	–	992
2022 Q2	$72K	Buy	+2,000	New	+$80.4K	0.01%	232
2021 Q3	–	Sell	-500	Closed	-$24K	–	1044
2021 Q2	$24K	Hold	500	–	–	﹤0.01%	482
2021 Q1	$25K	Buy	+500	New	+$23.6K	﹤0.01%	466

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's HZO Position: Q4 2023 in Review

Focused Wealth Management sold out of MarineMax (HZO) in Q4 2023, closing a stake of 2,000 shares — an estimated $65.6K sold.

Focused Wealth Management first reported a position in HZO in Q1 2021 and held it in 4 quarters. The position peaked at $72K in Q2 2022. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

Focused Wealth Management reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
Focused Wealth Management sold 2,000 MarineMax shares in Q4 2023, an estimated $65.6K.
Focused Wealth Management first reported a position in MarineMax in Q1 2021 and held it in 4 quarters.
Focused Wealth Management's MarineMax position peaked at $72K in Q2 2022.
167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.