GWAG
MBUU icon

Garrett Wealth Advisory Group’s Malibu Boats MBUU Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-41
Closed -$1.26K – 400
2019
Q3 		$1.26K Buy
+41
New +$1.26K ﹤0.01% 672

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Garrett Wealth Advisory Group's MBUU Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Malibu Boats (MBUU) in Q4 2019, closing a stake of 41 shares — an estimated $1.26K sold.

Garrett Wealth Advisory Group first reported a position in MBUU in Q3 2019 and held it in 1 quarter. The position peaked at $1.26K in Q3 2019. 149 funds tracked by Wall St. Rank hold MBUU as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Malibu Boats position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 41 Malibu Boats shares in Q4 2019, an estimated $1.26K.
  • Garrett Wealth Advisory Group first reported a position in Malibu Boats in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Malibu Boats position peaked at $1.26K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.