CM Wealth Advisors’s Malibu Boats MBUU Stock Holding History

CM 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 Q2	–	Sell	-17,242	Closed	-$942K	–	315
2023 Q1	$942K	Buy	+17,242	New	+$1.01M	0.18%	169

Other funds holding MBUU

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

CM Wealth Advisors's MBUU Position: Q2 2023 in Review

CM Wealth Advisors sold out of Malibu Boats (MBUU) in Q2 2023, closing a stake of 17,242 shares — an estimated $942K sold.

CM Wealth Advisors first reported a position in MBUU in Q1 2023 and held it in 1 quarter. The position peaked at $942K in Q1 2023. 191 funds tracked by Wall St. Rank hold MBUU as of Q2 2023.

CM Wealth Advisors reported no remaining Malibu Boats position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 17,242 Malibu Boats shares in Q2 2023, an estimated $942K.
CM Wealth Advisors first reported a position in Malibu Boats in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Malibu Boats position peaked at $942K in Q1 2023.
191 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.