WealthCollab’s MarineMax HZO Stock Holding History

WealthCollab’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
2024 Q1	–	Sell	-727	Closed	-$28.3K	–	895
2023 Q4	$28.3K	Buy	+727	New	+$23K	0.02%	209

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 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

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

PMG

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

WealthCollab's HZO Position: Q1 2024 in Review

WealthCollab sold out of MarineMax (HZO) in Q1 2024, closing a stake of 727 shares — an estimated $28.3K sold.

WealthCollab first reported a position in HZO in Q4 2023 and held it in 1 quarter. The position peaked at $28.3K in Q4 2023. 162 funds tracked by Wall St. Rank hold HZO as of Q1 2024.

WealthCollab reported no remaining MarineMax position as of Q1 2024 after selling out during the quarter.
WealthCollab sold 727 MarineMax shares in Q1 2024, an estimated $28.3K.
WealthCollab first reported a position in MarineMax in Q4 2023 and held it in 1 quarter.
WealthCollab's MarineMax position peaked at $28.3K in Q4 2023.
162 funds tracked by Wall St. Rank held MarineMax as of Q1 2024.

Based on WealthCollab's 13F filing for Q1 2024, filed 10 May 2024.