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Delos Wealth Advisors’s Vail Resorts MTN Stock Holding History

Delos 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
Q2 		– Sell
-199
Closed -$52K – 249
2022
Q1 		$52K Hold
199
– – 0.05% 73
2021
Q4 		$65K Hold
199
– – 0.06% 65
2021
Q3 		$66K Buy
+199
New +$61.4K 0.07% 53

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Delos Wealth Advisors's MTN Position: Q2 2022 in Review

Delos Wealth Advisors sold out of Vail Resorts (MTN) in Q2 2022, closing a stake of 199 shares — an estimated $52K sold.

Delos Wealth Advisors first reported a position in MTN in Q3 2021 and held it in 3 quarters. The position peaked at $66K in Q3 2021. 469 funds tracked by Wall St. Rank hold MTN as of Q2 2022.

  • Delos Wealth Advisors reported no remaining Vail Resorts position as of Q2 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 199 Vail Resorts shares in Q2 2022, an estimated $52K.
  • Delos Wealth Advisors first reported a position in Vail Resorts in Q3 2021 and held it in 3 quarters.
  • Delos Wealth Advisors's Vail Resorts position peaked at $66K in Q3 2021.
  • 469 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2022.

Based on Delos Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.