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Avior Wealth Management’s Malibu Boats MBUU Stock Holding History

Avior 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
2024
Q2 		– Sell
-4
Closed -$173 – 3112
2024
Q1 		$173 Buy
+4
New +$183 ﹤0.01% 2937

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Capital World Investors
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Avior Wealth Management's MBUU Position: Q2 2024 in Review

Avior Wealth Management sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 4 shares — an estimated $173 sold.

Avior Wealth Management first reported a position in MBUU in Q1 2024 and held it in 1 quarter. The position peaked at $173 in Q1 2024. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • Avior Wealth Management reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Malibu Boats shares in Q2 2024, an estimated $173.
  • Avior Wealth Management first reported a position in Malibu Boats in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Malibu Boats position peaked at $173 in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.