RWPA
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Richard W. Paul & Associates’s Vail Resorts MTN Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-7
Closed -$1.64K – 562
2023
Q1 		$1.64K Sell
7
-418
-98% -$101K ﹤0.01% 453
2022
Q4 		$101K Buy
+425
New +$99.7K 0.05% 192

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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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Richard W. Paul & Associates's MTN Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of Vail Resorts (MTN) in Q2 2023, closing a stake of 7 shares — an estimated $1.64K sold.

Richard W. Paul & Associates first reported a position in MTN in Q4 2022 and held it in 2 quarters. The position peaked at $101K in Q4 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining Vail Resorts position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 7 Vail Resorts shares in Q2 2023, an estimated $1.64K.
  • Richard W. Paul & Associates first reported a position in Vail Resorts in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's Vail Resorts position peaked at $101K in Q4 2022.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.