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Wealthspire Advisors (Maryland)’s MarineMax HZO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-84
Closed -$2K – 1156
2019
Q1 		$2K Hold
84
– – ﹤0.01% 2159
2018
Q4 		$2K Hold
84
– – ﹤0.01% 2089
2018
Q3 		$2K Hold
84
– – ﹤0.01% 2159
2018
Q2 		$2K Hold
84
– – ﹤0.01% 2161
2018
Q1 		$2K Hold
84
– – ﹤0.01% 2177
2017
Q4 		$2K Buy
84
+78
+1,300% +$1.5K ﹤0.01% 2130
2017
Q3 		$0 Buy
+6
New +$98 ﹤0.01% 2342

Other funds holding HZO

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EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HZO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of MarineMax (HZO) in Q2 2019, closing a stake of 84 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in HZO in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2019. 139 funds tracked by Wall St. Rank hold HZO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MarineMax position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 84 MarineMax shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in MarineMax in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s MarineMax position peaked at $2K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held MarineMax as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.