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TCI Wealth Advisors’s Malibu Boats MBUU Stock Holding History

TCI 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
2022
Q4 		– Sell
-68
Closed -$3K – 2593
2022
Q3 		$3K Buy
+68
New +$4.01K ﹤0.01% 1795
2022
Q2 		– Sell
-116
Closed -$7K – 2425
2022
Q1 		$7K Buy
116
+56
+93% +$3.61K ﹤0.01% 1331
2021
Q4 		$4K Buy
+60
New +$4.21K ﹤0.01% 1849
2021
Q2 		– Sell
-22
Closed -$2K – 2394
2021
Q1 		$2K Buy
+22
New +$1.7K ﹤0.01% 1803

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's MBUU Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Malibu Boats (MBUU) in Q4 2022, closing a stake of 68 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in MBUU in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 183 funds tracked by Wall St. Rank hold MBUU as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Malibu Boats position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 68 Malibu Boats shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Malibu Boats in Q1 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's Malibu Boats position peaked at $7K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.