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Milestone Investment Advisors’s Vail Resorts MTN Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-67
Closed -$14.9K – 325
2023
Q3 		$14.9K Buy
+67
New +$15.9K ﹤0.01% 272
2023
Q2 		– Sell
-67
Closed -$15.7K – 320
2023
Q1 		$15.7K Buy
+67
New +$16.1K ﹤0.01% 280

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State Street
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SCA
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Milestone Investment Advisors's MTN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 67 shares — an estimated $14.9K sold.

Milestone Investment Advisors first reported a position in MTN in Q1 2023 and held it in 2 quarters. The position peaked at $15.7K in Q1 2023. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 67 Vail Resorts shares in Q4 2023, an estimated $14.9K.
  • Milestone Investment Advisors first reported a position in Vail Resorts in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Vail Resorts position peaked at $15.7K in Q1 2023.
  • 509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.