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Tradition Wealth Management’s Malibu Boats MBUU Stock Holding History

Tradition Wealth Management’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
2021
Q1 		– Sell
-5
Closed – – 934
2020
Q4 		$0 Buy
+5
New +$289 ﹤0.01% 1064

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Dimensional Fund Advisors
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Loomis, Sayles & Company
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Tradition Wealth Management's MBUU Position: Q1 2021 in Review

Tradition Wealth Management sold out of Malibu Boats (MBUU) in Q1 2021, closing a stake of 5 shares.

Tradition Wealth Management first reported a position in MBUU in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 192 funds tracked by Wall St. Rank hold MBUU as of Q1 2021.

  • Tradition Wealth Management reported no remaining Malibu Boats position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 5 Malibu Boats shares in Q1 2021.
  • Tradition Wealth Management first reported a position in Malibu Boats in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Malibu Boats position peaked at $0 in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.