VisionPoint Advisory Group’s Vail Resorts MTN Stock Holding History

VisionPoint Advisory 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
2024 Q3	–	Sell	-6	Closed	-$1.08K	–	581
2024 Q2	$1.08K	Buy	6 +1	+20%	+$199	﹤0.01%	715
2024 Q1	$1.21K	Buy	5 +4	+400%	+$889	﹤0.01%	715
2023 Q4	$89	Buy	+1	New	+$219	﹤0.01%	705
2023 Q3	–	Sell	-26	Closed	-$6.59K	–	781
2023 Q2	$6.59K	Buy	+26	New	+$6.34K	﹤0.01%	432

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 $3.37T AUM 44.26% 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

TGA

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

VisionPoint Advisory Group's MTN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 6 shares — an estimated $1.08K sold.

VisionPoint Advisory Group first reported a position in MTN in Q2 2023 and held it in 4 quarters. The position peaked at $6.59K in Q2 2023. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

VisionPoint Advisory Group reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 6 Vail Resorts shares in Q3 2024, an estimated $1.08K.
VisionPoint Advisory Group first reported a position in Vail Resorts in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Vail Resorts position peaked at $6.59K in Q2 2023.
467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.