Wipfli Financial Advisors’s Malibu Boats MBUU Stock Holding History

Wipfli Financial 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 Q3	$3K	Buy	+55	New	+$3.24K	﹤0.01%	2215

Other funds holding MBUU

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Wipfli Financial Advisors's MBUU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Malibu Boats (MBUU) in Q3 2022: 55 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings.

187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

Wipfli Financial Advisors held 55 shares of Malibu Boats worth $3K as of Q3 2022.
Malibu Boats was a new Wipfli Financial Advisors position in Q3 2022.
Malibu Boats made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2215 holding.
187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.