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Carolina Wealth Advisors’s Malibu Boats MBUU Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-77
Closed -$4.22K – 240
2023
Q4 		$4.22K Hold
77
– – ﹤0.01% 189
2023
Q3 		$3.77K Hold
77
– – ﹤0.01% 203
2023
Q2 		$4.52K Hold
77
– – ﹤0.01% 189
2023
Q1 		$4.35K Buy
77
+17
+28% +$994 ﹤0.01% 184
2022
Q4 		$3K Hold
60
– – ﹤0.01% 193
2022
Q3 		$3K Hold
60
– – ﹤0.01% 196
2022
Q2 		$3K Hold
60
– – ﹤0.01% 221
2022
Q1 		$3K Hold
60
– – ﹤0.01% 236
2021
Q4 		$4K Hold
60
– – ﹤0.01% 225
2021
Q3 		$4K Hold
60
– – ﹤0.01% 221
2021
Q2 		$4K Buy
+60
New +$4.78K ﹤0.01% 236

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolina Wealth Advisors's MBUU Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 77 shares — an estimated $4.22K sold.

Carolina Wealth Advisors first reported a position in MBUU in Q2 2021 and held it in 11 quarters. The position peaked at $4.52K in Q2 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 77 Malibu Boats shares in Q1 2024, an estimated $4.22K.
  • Carolina Wealth Advisors first reported a position in Malibu Boats in Q2 2021 and held it in 11 quarters.
  • Carolina Wealth Advisors's Malibu Boats position peaked at $4.52K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.