Freedom Wealth Alliance’s MarineMax HZO Stock Holding History

Freedom Wealth Alliance’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	-149	Closed	-$4.65K	–	237
2022 Q4	$4.65K	Buy	+149	New	+$4.68K	0.01%	354

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBCM

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freedom Wealth Alliance's HZO Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of MarineMax (HZO) in Q1 2023, closing a stake of 149 shares — an estimated $4.65K sold.

Freedom Wealth Alliance first reported a position in HZO in Q4 2022 and held it in 1 quarter. The position peaked at $4.65K in Q4 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Freedom Wealth Alliance reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 149 MarineMax shares in Q1 2023, an estimated $4.65K.
Freedom Wealth Alliance first reported a position in MarineMax in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's MarineMax position peaked at $4.65K in Q4 2022.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.