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Prevail Innovative Wealth Advisors’s Malibu Boats MBUU Stock Holding History

Prevail Innovative 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
Q4 		– Sell
-14,012
Closed -$687K – 151
2023
Q3 		$687K Buy
+14,012
New +$752K 0.36% 72

Other funds holding MBUU

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MBUU Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Malibu Boats (MBUU) in Q4 2023, closing a stake of 14,012 shares — an estimated $687K sold.

Prevail Innovative Wealth Advisors first reported a position in MBUU in Q3 2023 and held it in 1 quarter. The position peaked at $687K in Q3 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Malibu Boats position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 14,012 Malibu Boats shares in Q4 2023, an estimated $687K.
  • Prevail Innovative Wealth Advisors first reported a position in Malibu Boats in Q3 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Malibu Boats position peaked at $687K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.