TWA
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return