HWM
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HighMark Wealth Management’s Vail Resorts MTN Stock Holding History

HighMark Wealth Management’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
Q2 		– Sell
-102
Closed -$15K – 446
2020
Q1 		$15K Buy
102
+1
+1% +$215 0.02% 129
2019
Q4 		$24K Buy
+101
New +$23.9K 0.03% 123

Other funds holding MTN

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighMark Wealth Management's MTN Position: Q2 2020 in Review

HighMark Wealth Management sold out of Vail Resorts (MTN) in Q2 2020, closing a stake of 102 shares — an estimated $15K sold.

HighMark Wealth Management first reported a position in MTN in Q4 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 395 funds tracked by Wall St. Rank hold MTN as of Q2 2020.

  • HighMark Wealth Management reported no remaining Vail Resorts position as of Q2 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 102 Vail Resorts shares in Q2 2020, an estimated $15K.
  • HighMark Wealth Management first reported a position in Vail Resorts in Q4 2019 and held it in 2 quarters.
  • HighMark Wealth Management's Vail Resorts position peaked at $24K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2020.

Based on HighMark Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.