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Engrave Wealth Partners’s Vail Resorts MTN Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-25
Closed -$4K – 296
2020
Q2 		$4K Buy
25
+2
+9% +$350 ﹤0.01% 345
2020
Q1 		$3K Sell
23
-34
-60% -$7.32K ﹤0.01% 329
2019
Q4 		$13K Buy
+57
New +$13.5K 0.01% 274

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Engrave Wealth Partners's MTN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Vail Resorts (MTN) in Q3 2020, closing a stake of 25 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in MTN in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 387 funds tracked by Wall St. Rank hold MTN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Vail Resorts position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 25 Vail Resorts shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Vail Resorts in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Vail Resorts position peaked at $13K in Q4 2019.
  • 387 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.