AWM
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Accurate Wealth Management’s Vail Resorts MTN Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-3
Closed -$752 – 972
2022
Q4 		$752 Buy
+3
New +$704 ﹤0.01% 1433

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Select Equity Group
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BlackRock
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
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

Accurate Wealth Management's MTN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 3 shares — an estimated $752 sold.

Accurate Wealth Management first reported a position in MTN in Q4 2022 and held it in 1 quarter. The position peaked at $752 in Q4 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 3 Vail Resorts shares in Q1 2023, an estimated $752.
  • Accurate Wealth Management first reported a position in Vail Resorts in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Vail Resorts position peaked at $752 in Q4 2022.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.