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	-3,000	Closed	-$10.6K	–	1055
2023 Q3	$10.6K	Buy	+3,000	New	+$104K	﹤0.01%	514

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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.