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Level Financial Advisors’s Vail Resorts MTN Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-50
Closed -$10.7K – 189
2023
Q4 		$10.7K Hold
50
– – 0.01% 191
2023
Q3 		$11.1K Hold
50
– – 0.01% 183
2023
Q2 		$12.6K Hold
50
– – 0.01% 175
2023
Q1 		$11.7K Hold
50
– – 0.01% 162
2022
Q4 		$12K Hold
50
– – 0.01% 155
2022
Q3 		$11K Buy
+50
New +$11.4K 0.01% 171

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Level Financial Advisors's MTN Position: Q1 2024 in Review

Level Financial Advisors sold out of Vail Resorts (MTN) in Q1 2024, closing a stake of 50 shares — an estimated $10.7K sold.

Level Financial Advisors first reported a position in MTN in Q3 2022 and held it in 6 quarters. The position peaked at $12.6K in Q2 2023. 498 funds tracked by Wall St. Rank hold MTN as of Q1 2024.

  • Level Financial Advisors reported no remaining Vail Resorts position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 50 Vail Resorts shares in Q1 2024, an estimated $10.7K.
  • Level Financial Advisors first reported a position in Vail Resorts in Q3 2022 and held it in 6 quarters.
  • Level Financial Advisors's Vail Resorts position peaked at $12.6K in Q2 2023.
  • 498 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.