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First Foundation Advisors’s Vail Resorts MTN Stock Holding History

First Foundation 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
Q3 		– Sell
-1,448
Closed -$316K – 405
2022
Q2 		$316K Sell
1,448
-536
-27% -$131K 0.01% 301
2022
Q1 		$516K Buy
+1,984
New +$540K 0.02% 255

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Principal Financial Group
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T. Rowe Price Investment Management
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Select Equity Group
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State Street
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Capital International Investors
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

First Foundation Advisors's MTN Position: Q3 2022 in Review

First Foundation Advisors sold out of Vail Resorts (MTN) in Q3 2022, closing a stake of 1,448 shares — an estimated $316K sold.

First Foundation Advisors first reported a position in MTN in Q1 2022 and held it in 2 quarters. The position peaked at $516K in Q1 2022. 475 funds tracked by Wall St. Rank hold MTN as of Q3 2022.

  • First Foundation Advisors reported no remaining Vail Resorts position as of Q3 2022 after selling out during the quarter.
  • First Foundation Advisors sold 1,448 Vail Resorts shares in Q3 2022, an estimated $316K.
  • First Foundation Advisors first reported a position in Vail Resorts in Q1 2022 and held it in 2 quarters.
  • First Foundation Advisors's Vail Resorts position peaked at $516K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.