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Dynamic Advisor Solutions’s Vail Resorts MTN Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-1,021
Closed -$227K – 980
2024
Q1 		$227K Sell
1,021
-104
-9% -$23.1K 0.01% 828
2023
Q4 		$236K Sell
1,125
-659
-37% -$144K 0.01% 784
2023
Q3 		$396K Sell
1,784
-271
-13% -$64.3K 0.02% 579
2023
Q2 		$517K Buy
2,055
+35
+2% +$8.53K 0.03% 491
2023
Q1 		$472K Buy
+2,020
New +$487K 0.03% 484
2021
Q1 		– Sell
-2,463
Closed -$687K – 741
2020
Q4 		$687K Buy
2,463
+35
+1% +$9.04K 0.06% 302
2020
Q3 		$519K Hold
2,428
– – 0.06% 304
2020
Q2 		$442K Buy
2,428
+81
+3% +$14.2K 0.06% 300
2020
Q1 		$347K Buy
2,347
+156
+7% +$33.6K 0.06% 309
2019
Q4 		$525K Sell
2,191
-174
-7% -$41.2K 0.07% 304
2019
Q3 		$538K Sell
2,365
-30
-1% -$7.08K 0.08% 257
2019
Q2 		$535K Buy
2,395
+280
+13% +$62.2K 0.09% 246
2019
Q1 		$460K Buy
+2,115
New +$432K 0.09% 236

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
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Dynamic Advisor Solutions's MTN Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of Vail Resorts (MTN) in Q2 2024, closing a stake of 1,021 shares — an estimated $227K sold.

Dynamic Advisor Solutions first reported a position in MTN in Q1 2019 and held it in 13 quarters. The position peaked at $687K in Q4 2020. 475 funds tracked by Wall St. Rank hold MTN as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining Vail Resorts position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,021 Vail Resorts shares in Q2 2024, an estimated $227K.
  • Dynamic Advisor Solutions first reported a position in Vail Resorts in Q1 2019 and held it in 13 quarters.
  • Dynamic Advisor Solutions's Vail Resorts position peaked at $687K in Q4 2020.
  • 475 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.