Sheets Smith Wealth Management’s Vail Resorts MTN Stock Holding History

Sheets Smith Wealth Management’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
2022 Q1	–	Sell	-1,698	Closed	-$557K	–	376
2021 Q4	$557K	Buy	+1,698	New	+$579K	0.07%	218
2018 Q4	–	Sell	-3,572	Closed	-$980K	–	304
2018 Q3	$980K	Buy	3,572 +32	+0.9%	+$9.21K	0.2%	124
2018 Q2	$971K	Buy	3,540 +84	+2%	+$20.6K	0.23%	107
2018 Q1	$766K	Sell	3,456 -91	-3%	-$19.9K	0.18%	138
2017 Q4	$754K	Buy	3,547 +58	+2%	+$13K	0.18%	149
2017 Q3	$796K	Sell	3,489 -38	-1%	-$8.26K	0.2%	137
2017 Q2	$715K	Sell	3,527 -161	-4%	-$32.4K	0.19%	138
2017 Q1	$708K	Sell	3,688 -32	-0.9%	-$5.67K	0.19%	146
2016 Q4	$600K	Sell	3,720 -212	-5%	-$33.7K	0.17%	164
2016 Q3	$617K	Buy	+3,932	New	+$599K	0.17%	164

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sheets Smith Wealth Management's MTN Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Vail Resorts (MTN) in Q1 2022, closing a stake of 1,698 shares — an estimated $557K sold.

Sheets Smith Wealth Management first reported a position in MTN in Q3 2016 and held it in 10 quarters. The position peaked at $980K in Q3 2018. 483 funds tracked by Wall St. Rank hold MTN as of Q1 2022.

Sheets Smith Wealth Management reported no remaining Vail Resorts position as of Q1 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,698 Vail Resorts shares in Q1 2022, an estimated $557K.
Sheets Smith Wealth Management first reported a position in Vail Resorts in Q3 2016 and held it in 10 quarters.
Sheets Smith Wealth Management's Vail Resorts position peaked at $980K in Q3 2018.
483 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.