TD Private Client Wealth’s MarineMax HZO Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-256	Closed	-$7.99K	–	1254
2022 Q4	$7.99K	Hold	256	–	–	﹤0.01%	1038
2022 Q3	$7.63K	Hold	256	–	–	﹤0.01%	1028
2022 Q2	$9.25K	Sell	256 -269	-51%	-$10.8K	﹤0.01%	1008
2022 Q1	$21.1K	Buy	+525	New	+$24.7K	﹤0.01%	939

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

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

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

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

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Private Client Wealth's HZO Position: Q1 2023 in Review

TD Private Client Wealth sold out of MarineMax (HZO) in Q1 2023, closing a stake of 256 shares — an estimated $7.99K sold.

TD Private Client Wealth first reported a position in HZO in Q1 2022 and held it in 4 quarters. The position peaked at $21.1K in Q1 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

TD Private Client Wealth reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
TD Private Client Wealth sold 256 MarineMax shares in Q1 2023, an estimated $7.99K.
TD Private Client Wealth first reported a position in MarineMax in Q1 2022 and held it in 4 quarters.
TD Private Client Wealth's MarineMax position peaked at $21.1K in Q1 2022.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.