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SPIA
Steward Partners Investment Advisory’s
MarineMax
HZO
Stock Holding History
Steward Partners Investment Advisory’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
-200
Closed
-$6.56K
–
3517
2023
Q3
$6.56K
Sell
200
-500
-71%
-$17.4K
﹤0.01%
2733
2023
Q2
$23.9K
Sell
700
-500
-42%
-$14.7K
﹤0.01%
2200
2023
Q1
$34.5K
Sell
1,200
-50
-4%
-$1.57K
﹤0.01%
2023
2022
Q4
$39K
Sell
1,250
-600
-32%
-$18.9K
﹤0.01%
1943
2022
Q3
$55K
Buy
1,850
+350
+23%
+$13.1K
﹤0.01%
1737
2022
Q2
$54K
Buy
1,500
+159
+12%
+$6.39K
﹤0.01%
1769
2022
Q1
$54K
Buy
1,341
+641
+92%
+$30.1K
﹤0.01%
1878
2021
Q4
$41K
Sell
700
-1,040
-60%
-$55.7K
﹤0.01%
2003
2021
Q3
$84K
Buy
1,740
+100
+6%
+$4.99K
﹤0.01%
1631
2021
Q2
$80K
Hold
1,640
–
–
﹤0.01%
2551
2021
Q1
$81K
Buy
1,640
+996
+155%
+$47K
﹤0.01%
1725
2020
Q4
$23K
Buy
+644
New
+$20.2K
﹤0.01%
1999
2020
Q1
–
Sell
-745
Closed
-$12K
–
2594
2019
Q4
$12K
Sell
745
-375
-33%
-$6.11K
﹤0.01%
1949
2019
Q3
$17K
Hold
1,120
–
–
﹤0.01%
1780
2019
Q2
$18K
Buy
+1,120
New
+$19.3K
﹤0.01%
1747
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1-Year Est. Return
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1-Year Est. Return
BBCM
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1-Year Est. Return
Millennium Management
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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