RIA
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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 $33.1B AUM 11.16% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return