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BDO Wealth Advisors’s Vail Resorts MTN Stock Holding History

BDO Wealth Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14
Closed -$3K – 1058
2022
Q3 		$3K Hold
14
– – ﹤0.01% 886
2022
Q2 		$3K Hold
14
– – ﹤0.01% 856
2022
Q1 		$4K Hold
14
– – ﹤0.01% 858
2021
Q4 		$5K Hold
14
– – ﹤0.01% 827
2021
Q3 		$5K Hold
14
– – ﹤0.01% 827
2021
Q2 		$4K Hold
14
– – ﹤0.01% 909
2021
Q1 		$4K Buy
+14
New +$4.08K ﹤0.01% 889

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BDO Wealth Advisors's MTN Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Vail Resorts (MTN) in Q4 2022, closing a stake of 14 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in MTN in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 511 funds tracked by Wall St. Rank hold MTN as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Vail Resorts position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 14 Vail Resorts shares in Q4 2022, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Vail Resorts in Q1 2021 and held it in 7 quarters.
  • BDO Wealth Advisors's Vail Resorts position peaked at $5K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.