Level Four Advisory Services’s Malibu Boats MBUU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,385
Closed -$690K 785
2024
Q3
$690K Buy
15,385
+3,595
+30% +$129K 0.03% 435
2024
Q2
$413K Buy
+11,790
New +$431K 0.02% 527

Other funds holding MBUU

Level Four Advisory Services's MBUU Position: Q4 2024 in Review

Level Four Advisory Services sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 15,385 shares — an estimated $690K sold.

Level Four Advisory Services first reported a position in MBUU in Q2 2024 and held it in 2 quarters. The position peaked at $690K in Q3 2024. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Level Four Advisory Services reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 15,385 Malibu Boats shares in Q4 2024, an estimated $690K.
  • Level Four Advisory Services first reported a position in Malibu Boats in Q2 2024 and held it in 2 quarters.
  • Level Four Advisory Services's Malibu Boats position peaked at $690K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.