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Global Wealth Strategies & Associates’s Vail Resorts MTN Stock Holding History

Global Wealth Strategies & Associates’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
-30
Closed -$6.68K – 356
2024
Q1 		$6.68K Hold
30
– – ﹤0.01% 204
2023
Q4 		$6.4K Hold
30
– – ﹤0.01% 192
2023
Q3 		$6.66K Sell
30
-20
-40% -$4.75K ﹤0.01% 191
2023
Q2 		$12.6K Hold
50
– – 0.01% 148
2023
Q1 		$11.7K Hold
50
– – 0.01% 149
2022
Q4 		$11.9K Buy
+50
New +$11.7K 0.01% 138

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Global Wealth Strategies & Associates's MTN Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of Vail Resorts (MTN) in Q2 2024, closing a stake of 30 shares — an estimated $6.68K sold.

Global Wealth Strategies & Associates first reported a position in MTN in Q4 2022 and held it in 6 quarters. The position peaked at $12.6K in Q2 2023. 474 funds tracked by Wall St. Rank hold MTN as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining Vail Resorts position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 30 Vail Resorts shares in Q2 2024, an estimated $6.68K.
  • Global Wealth Strategies & Associates first reported a position in Vail Resorts in Q4 2022 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Vail Resorts position peaked at $12.6K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.