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Sowell Financial Services’s Vail Resorts MTN Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-270
Closed -$85K – 1909
2021
Q1 		$85K Sell
270
-21
-7% -$6.11K ﹤0.01% 1436
2020
Q4 		$81K Buy
291
+71
+32% +$18.3K ﹤0.01% 1231
2020
Q3 		$47K Buy
220
+170
+340% +$35K ﹤0.01% 1237
2020
Q2 		$9K Buy
50
+4
+9% +$700 ﹤0.01% 1731
2020
Q1 		$7K Buy
46
+40
+667% +$8.61K ﹤0.01% 1720
2019
Q4 		$1K Hold
6
– – ﹤0.01% 2381
2019
Q3 		$1K Buy
+6
New +$1.42K ﹤0.01% 2273

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Principal Financial Group
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Fidelity Investments
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's MTN Position: Q2 2021 in Review

Sowell Financial Services sold out of Vail Resorts (MTN) in Q2 2021, closing a stake of 270 shares — an estimated $85K sold.

Sowell Financial Services first reported a position in MTN in Q3 2019 and held it in 7 quarters. The position peaked at $85K in Q1 2021. 462 funds tracked by Wall St. Rank hold MTN as of Q2 2021.

  • Sowell Financial Services reported no remaining Vail Resorts position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 270 Vail Resorts shares in Q2 2021, an estimated $85K.
  • Sowell Financial Services first reported a position in Vail Resorts in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Vail Resorts position peaked at $85K in Q1 2021.
  • 462 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.