SIAG
MTN icon

Safeguard Investment Advisory Group’s Vail Resorts MTN Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-16
Closed -$4K – 472
2020
Q4 		$4K Buy
+16
New +$4.13K ﹤0.01% 560

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Safeguard Investment Advisory Group's MTN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vail Resorts (MTN) in Q1 2021, closing a stake of 16 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in MTN in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vail Resorts position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 16 Vail Resorts shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Vail Resorts in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vail Resorts position peaked at $4K in Q4 2020.
  • 441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.