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Mount Yale Investment Advisors’s Traeger COOK Stock Holding History

Mount Yale Investment Advisors’s Portfolio COOK Stock Details COOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-197
Closed -$206K – 466
2021
Q3 		$206K Buy
+197
New +$246K 0.02% 442

Other funds holding COOK

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
TCM
Trilantic Capital Management New York $82.4M AUM 74.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's COOK Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of Traeger (COOK) in Q4 2021, closing a stake of 197 shares — an estimated $206K sold.

Mount Yale Investment Advisors first reported a position in COOK in Q3 2021 and held it in 1 quarter. The position peaked at $206K in Q3 2021. 101 funds tracked by Wall St. Rank hold COOK as of Q4 2021.

  • Mount Yale Investment Advisors reported no remaining Traeger position as of Q4 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 197 Traeger shares in Q4 2021, an estimated $206K.
  • Mount Yale Investment Advisors first reported a position in Traeger in Q3 2021 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Traeger position peaked at $206K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Traeger as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.