Triad Wealth Partners’s Vail Resorts MTN Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-283	Closed	-$51K	–	588
2024 Q2	$51K	Buy	+283	New	+$56.3K	0.03%	228

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Triad Wealth Partners's MTN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 283 shares — an estimated $51K sold.

Triad Wealth Partners first reported a position in MTN in Q2 2024 and held it in 1 quarter. The position peaked at $51K in Q2 2024. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

Triad Wealth Partners reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 283 Vail Resorts shares in Q3 2024, an estimated $51K.
Triad Wealth Partners first reported a position in Vail Resorts in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Vail Resorts position peaked at $51K in Q2 2024.
467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.