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Regal Investment Advisors’s Vail Resorts MTN Stock Holding History

Regal 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
2024
Q4 		– Sell
-2,240
Closed -$390K – 497
2024
Q3 		$390K Buy
2,240
+834
+59% +$149K 0.03% 392
2024
Q2 		$253K Buy
1,406
+271
+24% +$53.9K 0.02% 495
2024
Q1 		$253K Buy
1,135
+106
+10% +$23.6K 0.02% 496
2023
Q4 		$220K Buy
+1,029
New +$225K 0.02% 494
2021
Q3 		– Sell
-702
Closed -$222K – 540
2021
Q2 		$222K Buy
+702
New +$224K 0.02% 493

Other funds holding MTN

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Regal Investment Advisors's MTN Position: Q4 2024 in Review

Regal Investment Advisors sold out of Vail Resorts (MTN) in Q4 2024, closing a stake of 2,240 shares — an estimated $390K sold.

Regal Investment Advisors first reported a position in MTN in Q2 2021 and held it in 5 quarters. The position peaked at $390K in Q3 2024. 477 funds tracked by Wall St. Rank hold MTN as of Q4 2024.

  • Regal Investment Advisors reported no remaining Vail Resorts position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,240 Vail Resorts shares in Q4 2024, an estimated $390K.
  • Regal Investment Advisors first reported a position in Vail Resorts in Q2 2021 and held it in 5 quarters.
  • Regal Investment Advisors's Vail Resorts position peaked at $390K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.