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Synergy Financial Group’s Vail Resorts MTN Stock Holding History

Synergy Financial 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
2023
Q3 		– Sell
-879
Closed -$221K – 79
2023
Q2 		$221K Hold
879
– – 0.3% 75
2023
Q1 		$205K Sell
879
-235
-21% -$56.6K 0.33% 77
2022
Q4 		$266K Sell
1,114
-296
-21% -$69.5K 0.52% 56
2022
Q3 		$304K Hold
1,410
– – 0.46% 60
2022
Q2 		$307K Hold
1,410
– – 0.48% 61
2022
Q1 		$367K Buy
1,410
+251
+22% +$68.3K 0.39% 62
2021
Q4 		$380K Buy
+1,159
New +$395K 0.34% 70

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Synergy Financial Group's MTN Position: Q3 2023 in Review

Synergy Financial Group sold out of Vail Resorts (MTN) in Q3 2023, closing a stake of 879 shares — an estimated $221K sold.

Synergy Financial Group first reported a position in MTN in Q4 2021 and held it in 7 quarters. The position peaked at $380K in Q4 2021. 503 funds tracked by Wall St. Rank hold MTN as of Q3 2023.

  • Synergy Financial Group reported no remaining Vail Resorts position as of Q3 2023 after selling out during the quarter.
  • Synergy Financial Group sold 879 Vail Resorts shares in Q3 2023, an estimated $221K.
  • Synergy Financial Group first reported a position in Vail Resorts in Q4 2021 and held it in 7 quarters.
  • Synergy Financial Group's Vail Resorts position peaked at $380K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2023.

Based on Synergy Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.