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Northwest Wealth Management’s MarineMax HZO Stock Holding History

Northwest 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
2019
Q2 		– Sell
-391
Closed -$7K – 289
2019
Q1 		$7K Hold
391
– – 0.01% 373
2018
Q4 		$7K Hold
391
– – 0.01% 356
2018
Q3 		$8K Hold
391
– – 0.01% 374
2018
Q2 		$7K Hold
391
– – 0.01% 375
2018
Q1 		$8K Buy
+391
New +$8.06K 0.01% 370

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northwest Wealth Management's HZO Position: Q2 2019 in Review

Northwest Wealth Management sold out of MarineMax (HZO) in Q2 2019, closing a stake of 391 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in HZO in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 139 funds tracked by Wall St. Rank hold HZO as of Q2 2019.

  • Northwest Wealth Management reported no remaining MarineMax position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 391 MarineMax shares in Q2 2019, an estimated $7K.
  • Northwest Wealth Management first reported a position in MarineMax in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's MarineMax position peaked at $8K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held MarineMax as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.