Fiduciary Alliance’s Vail Resorts MTN Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-10	Closed	-$2.38K	–	583
2022 Q4	$2.38K	Buy	+10	New	+$2.35K	﹤0.01%	664

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Fiduciary Alliance's MTN Position: Q1 2023 in Review

Fiduciary Alliance sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 10 shares — an estimated $2.38K sold.

Fiduciary Alliance first reported a position in MTN in Q4 2022 and held it in 1 quarter. The position peaked at $2.38K in Q4 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

Fiduciary Alliance reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 10 Vail Resorts shares in Q1 2023, an estimated $2.38K.
Fiduciary Alliance first reported a position in Vail Resorts in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Vail Resorts position peaked at $2.38K in Q4 2022.
485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.