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Beaird Harris Wealth Management’s Vail Resorts MTN Stock Holding History

Beaird Harris Wealth Management’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
2024
Q3 		– Sell
-53
Closed -$9.55K – 648
2024
Q2 		$9.55K Buy
+53
New +$10.5K ﹤0.01% 381

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Beaird Harris Wealth Management's MTN Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 53 shares — an estimated $9.55K sold.

Beaird Harris Wealth Management first reported a position in MTN in Q2 2024 and held it in 1 quarter. The position peaked at $9.55K in Q2 2024. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 53 Vail Resorts shares in Q3 2024, an estimated $9.55K.
  • Beaird Harris Wealth Management first reported a position in Vail Resorts in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Vail Resorts position peaked at $9.55K in Q2 2024.
  • 467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.