TriaGen Wealth Management’s MarineMax HZO Stock Holding History

TriaGen 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
2023 Q4	–	Sell	-19,500	Closed	-$640K	–	167
2023 Q3	$640K	Sell	19,500 -200	-1%	-$6.95K	0.33%	73
2023 Q2	$673K	Hold	19,700	–	–	0.31%	78
2023 Q1	$566K	Sell	19,700 -900	-4%	-$28.3K	0.28%	89
2022 Q4	$643K	Sell	20,600 -5,900	-22%	-$185K	0.36%	75
2022 Q3	$789K	Sell	26,500 -300	-1%	-$11.2K	0.44%	63
2022 Q2	$968K	Hold	26,800	–	–	0.69%	41
2022 Q1	$1.08M	Sell	26,800 -670	-2%	-$31.5K	0.56%	60
2021 Q4	$1.62M	Hold	27,470	–	–	0.8%	49
2021 Q3	$1.33M	Buy	+27,470	New	+$1.37M	0.72%	53

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

BBCM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TriaGen Wealth Management's HZO Position: Q4 2023 in Review

TriaGen Wealth Management sold out of MarineMax (HZO) in Q4 2023, closing a stake of 19,500 shares — an estimated $640K sold.

TriaGen Wealth Management first reported a position in HZO in Q3 2021 and held it in 9 quarters. The position peaked at $1.62M in Q4 2021. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

TriaGen Wealth Management reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
TriaGen Wealth Management sold 19,500 MarineMax shares in Q4 2023, an estimated $640K.
TriaGen Wealth Management first reported a position in MarineMax in Q3 2021 and held it in 9 quarters.
TriaGen Wealth Management's MarineMax position peaked at $1.62M in Q4 2021.
167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.