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Financial Synergies Wealth Advisors’s Vail Resorts MTN Stock Holding History

Financial Synergies 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
Q4 		– Sell
-65
Closed -$14.3K – 519
2023
Q3 		$14.3K Buy
65
+1
+2% +$237 ﹤0.01% 207
2023
Q2 		$16.1K Buy
+64
New +$15.6K ﹤0.01% 190

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Financial Synergies Wealth Advisors's MTN Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 65 shares — an estimated $14.3K sold.

Financial Synergies Wealth Advisors first reported a position in MTN in Q2 2023 and held it in 2 quarters. The position peaked at $16.1K in Q2 2023. 508 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 65 Vail Resorts shares in Q4 2023, an estimated $14.3K.
  • Financial Synergies Wealth Advisors first reported a position in Vail Resorts in Q2 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Vail Resorts position peaked at $16.1K in Q2 2023.
  • 508 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.