Clearview Wealth Advisors’s Malibu Boats MBUU Stock Holding History

Clearview 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
2023 Q1	–	Sell	-20	Closed	-$1.07K	–	694
2022 Q4	$1.07K	Buy	+20	New	+$1.07K	﹤0.01%	527
2022 Q3	–	Sell	-25	Closed	-$1K	–	611
2022 Q2	$1K	Buy	+25	New	+$1.36K	﹤0.01%	543

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Clearview Wealth Advisors's MBUU Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Malibu Boats (MBUU) in Q1 2023, closing a stake of 20 shares — an estimated $1.07K sold.

Clearview Wealth Advisors first reported a position in MBUU in Q2 2022 and held it in 2 quarters. The position peaked at $1.07K in Q4 2022. 185 funds tracked by Wall St. Rank hold MBUU as of Q1 2023.

Clearview Wealth Advisors reported no remaining Malibu Boats position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 Malibu Boats shares in Q1 2023, an estimated $1.07K.
Clearview Wealth Advisors first reported a position in Malibu Boats in Q2 2022 and held it in 2 quarters.
Clearview Wealth Advisors's Malibu Boats position peaked at $1.07K in Q4 2022.
185 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.