CM Wealth Advisors’s Vail Resorts MTN Stock Holding History

CM 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
2023 Q2	–	Sell	-4,130	Closed	-$971K	–	329
2023 Q1	$971K	Buy	+4,130	New	+$995K	0.19%	165

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CM Wealth Advisors's MTN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Vail Resorts (MTN) in Q2 2023, closing a stake of 4,130 shares — an estimated $971K sold.

CM Wealth Advisors first reported a position in MTN in Q1 2023 and held it in 1 quarter. The position peaked at $971K in Q1 2023. 485 funds tracked by Wall St. Rank hold MTN as of Q2 2023.

CM Wealth Advisors reported no remaining Vail Resorts position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 4,130 Vail Resorts shares in Q2 2023, an estimated $971K.
CM Wealth Advisors first reported a position in Vail Resorts in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Vail Resorts position peaked at $971K in Q1 2023.
485 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.