JFS Wealth Advisors’s Vail Resorts MTN Stock Holding History

JFS 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
2026 Q2	$4.5K	Buy	33 +6	+22%	+$781	﹤0.01%	1317
2026 Q1	$3.45K	Sell	27 -14	-34%	-$1.91K	﹤0.01%	1325
2025 Q4	$5.41K	Buy	41 +12	+41%	+$1.77K	﹤0.01%	1210
2025 Q3	$4.4K	Sell	29 -2	-6%	-$310	﹤0.01%	1168
2025 Q2	$4.92K	Buy	31 +19	+158%	+$2.82K	﹤0.01%	1095
2025 Q1	$1.94K	Sell	12 -2	-14%	-$332	﹤0.01%	1479
2024 Q4	$2.62K	Sell	14 -10	-42%	-$1.79K	﹤0.01%	1371
2024 Q3	$4.16K	Buy	24 +1	+4%	+$179	﹤0.01%	1188
2024 Q2	$4.1K	Sell	23 -3	-12%	-$597	﹤0.01%	1144
2024 Q1	$5.71K	Buy	26 +1	+4%	+$222	﹤0.01%	1052
2023 Q4	$5.24K	Sell	25 -7	-22%	-$1.53K	﹤0.01%	1037
2023 Q3	$7.2K	Buy	32 +3	+10%	+$712	﹤0.01%	841
2023 Q2	$7.4K	Buy	29 +3	+12%	+$731	﹤0.01%	839
2023 Q1	$6.15K	Sell	26 -6	-19%	-$1.45K	﹤0.01%	906
2022 Q4	$7.68K	Hold	32	–	–	﹤0.01%	812
2022 Q3	$7K	Buy	32 +7	+28%	+$1.59K	﹤0.01%	866
2022 Q2	$5K	Buy	25 +7	+39%	+$1.71K	﹤0.01%	997
2022 Q1	$5K	Buy	18 +11	+157%	+$2.99K	﹤0.01%	1048
2021 Q4	$2K	Buy	+7	New	+$2.39K	﹤0.01%	1113

Other funds holding MTN

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return