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Laurel Wealth Advisors (North Carolina)’s MarineMax HZO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-110
Closed -$5K – 695
2021
Q2 		$5K Hold
110
– – ﹤0.01% 543
2021
Q1 		$5K Buy
+110
New +$5.19K ﹤0.01% 498

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EAM
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HZO Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of MarineMax (HZO) in Q3 2021, closing a stake of 110 shares — an estimated $5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HZO in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 222 funds tracked by Wall St. Rank hold HZO as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining MarineMax position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 110 MarineMax shares in Q3 2021, an estimated $5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in MarineMax in Q1 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s MarineMax position peaked at $5K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held MarineMax as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.