Avior Wealth Management’s Vail Resorts MTN Stock Holding History

Avior 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
2024 Q4	–	Sell	-2	Closed	-$348	–	2521
2024 Q3	$348	Hold	2	–	–	﹤0.01%	2199
2024 Q2	$360	Sell	2 -248	-99%	-$49.3K	﹤0.01%	2150
2024 Q1	$55.7K	Buy	+250	New	+$55.6K	﹤0.01%	1195
2023 Q4	–	Sell	-28	Closed	-$6.21K	–	1626
2023 Q3	$6.21K	Hold	28	–	–	﹤0.01%	1129
2023 Q2	$7.05K	Buy	+28	New	+$6.82K	﹤0.01%	1087
2022 Q1	–	Sell	-2,077	Closed	-$681K	–	1196
2021 Q4	$681K	Buy	2,077 +299	+17%	+$102K	0.06%	262
2021 Q3	$593K	Buy	1,778 +1,761	+10,359%	+$543K	0.05%	276
2021 Q2	$5K	Buy	+17	New	+$5.42K	﹤0.01%	823
2019 Q1	–	Sell	-1,125	Closed	-$237K	–	694
2018 Q4	$237K	Buy	1,125 +315	+39%	+$77.9K	0.06%	278
2018 Q3	$222K	Hold	810	–	–	0.05%	320
2018 Q2	$222K	Hold	810	–	–	0.05%	308
2018 Q1	$180K	Sell	810 -165	-17%	-$36.1K	0.04%	341
2017 Q4	$207K	Buy	+975	New	+$218K	0.05%	322

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return