PWA
MTN icon

Phoenix Wealth Advisors’s Vail Resorts MTN Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-200
Closed -$67K – 274
2021
Q3 		$67K Hold
200
– – 0.05% 174
2021
Q2 		$64K Hold
200
– – 0.05% 173
2021
Q1 		$59K Hold
200
– – 0.05% 180
2020
Q4 		$56K Buy
+200
New +$51.7K 0.04% 181

Other funds holding MTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Phoenix Wealth Advisors's MTN Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Vail Resorts (MTN) in Q4 2021, closing a stake of 200 shares — an estimated $67K sold.

Phoenix Wealth Advisors first reported a position in MTN in Q4 2020 and held it in 4 quarters. The position peaked at $67K in Q3 2021. 486 funds tracked by Wall St. Rank hold MTN as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Vail Resorts position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 200 Vail Resorts shares in Q4 2021, an estimated $67K.
  • Phoenix Wealth Advisors first reported a position in Vail Resorts in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Vail Resorts position peaked at $67K in Q3 2021.
  • 486 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.