TCI Wealth Advisors’s MarineMax HZO Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-107	Closed	-$3.08K	–	1119
2023 Q1	$3.08K	Hold	107	–	–	﹤0.01%	1842
2022 Q4	$3.34K	Buy	+107	New	+$3.36K	﹤0.01%	1801
2022 Q1	–	Sell	-126	Closed	-$7K	–	2319
2021 Q4	$7K	Buy	+126	New	+$6.74K	﹤0.01%	1419
2021 Q2	–	Sell	-43	Closed	-$2K	–	2374
2021 Q1	$2K	Buy	+43	New	+$2.03K	﹤0.01%	1770
2017 Q2	–	Sell	-27	Closed	-$1K	–	1362
2017 Q1	$1K	Buy	+27	New	+$568	﹤0.01%	1103

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BBCM

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 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

TCI Wealth Advisors's HZO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MarineMax (HZO) in Q2 2023, closing a stake of 107 shares — an estimated $3.08K sold.

TCI Wealth Advisors first reported a position in HZO in Q1 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 166 funds tracked by Wall St. Rank hold HZO as of Q2 2023.

TCI Wealth Advisors reported no remaining MarineMax position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 107 MarineMax shares in Q2 2023, an estimated $3.08K.
TCI Wealth Advisors first reported a position in MarineMax in Q1 2017 and held it in 5 quarters.
TCI Wealth Advisors's MarineMax position peaked at $7K in Q4 2021.
166 funds tracked by Wall St. Rank held MarineMax as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.