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SYSTM Wealth Solutions’s Vail Resorts MTN Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-168
Closed -$37.4K – 851
2024
Q1 		$37.4K Buy
168
+2
+1% +$445 ﹤0.01% 623
2023
Q4 		$35.5K Buy
+166
New +$36.4K ﹤0.01% 640

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BlackRock
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

SYSTM Wealth Solutions's MTN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Vail Resorts (MTN) in Q2 2024, closing a stake of 168 shares — an estimated $37.4K sold.

SYSTM Wealth Solutions first reported a position in MTN in Q4 2023 and held it in 2 quarters. The position peaked at $37.4K in Q1 2024. 474 funds tracked by Wall St. Rank hold MTN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Vail Resorts position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 168 Vail Resorts shares in Q2 2024, an estimated $37.4K.
  • SYSTM Wealth Solutions first reported a position in Vail Resorts in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Vail Resorts position peaked at $37.4K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.