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AE Wealth Management’s Malibu Boats MBUU Stock Holding History

AE Wealth Management’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,120
Closed -$533K – 1823
2022
Q2 		$533K Buy
+10,120
New +$549K ﹤0.01% 1170
2021
Q2 		– Sell
-6,626
Closed -$528K – 1642
2021
Q1 		$528K Buy
+6,626
New +$511K 0.01% 1006

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

AE Wealth Management's MBUU Position: Q3 2022 in Review

AE Wealth Management sold out of Malibu Boats (MBUU) in Q3 2022, closing a stake of 10,120 shares — an estimated $533K sold.

AE Wealth Management first reported a position in MBUU in Q1 2021 and held it in 2 quarters. The position peaked at $533K in Q2 2022. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

  • AE Wealth Management reported no remaining Malibu Boats position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 10,120 Malibu Boats shares in Q3 2022, an estimated $533K.
  • AE Wealth Management first reported a position in Malibu Boats in Q1 2021 and held it in 2 quarters.
  • AE Wealth Management's Malibu Boats position peaked at $533K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.