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Prospera Financial Services’s Malibu Boats MBUU Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-100
Closed -$6K – 2194
2022
Q1 		$6K Buy
+100
New +$6.44K ﹤0.01% 2218

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Loomis, Sayles & Company
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

Prospera Financial Services's MBUU Position: Q2 2022 in Review

Prospera Financial Services sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 100 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in MBUU in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

  • Prospera Financial Services reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 100 Malibu Boats shares in Q2 2022, an estimated $6K.
  • Prospera Financial Services first reported a position in Malibu Boats in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Malibu Boats position peaked at $6K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.