Baker Tilly Wealth Management’s Vail Resorts MTN Stock Holding History

Baker Tilly 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 Q3	–	Sell	-2,087	Closed	-$525K	–	524
2023 Q2	$525K	Buy	2,087 +18	+0.9%	+$4.39K	0.06%	325
2023 Q1	$483K	Sell	2,069 -182	-8%	-$43.9K	0.05%	342
2022 Q4	$537K	Buy	2,251 +849	+61%	+$199K	0.07%	304
2022 Q3	$302K	Sell	1,402 -272	-16%	-$61.9K	0.04%	410
2022 Q2	$365K	Buy	1,674 +40	+2%	+$9.78K	0.05%	379
2022 Q1	$425K	Buy	1,634 +386	+31%	+$105K	0.05%	381
2021 Q4	$409K	Buy	1,248 +260	+26%	+$88.6K	0.04%	389
2021 Q3	$330K	Buy	988 +177	+22%	+$54.6K	0.04%	400
2021 Q2	$257K	Sell	811 -15	-2%	-$4.78K	0.04%	425
2021 Q1	$241K	Buy	+826	New	+$240K	0.05%	413

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Baker Tilly Wealth Management's MTN Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Vail Resorts (MTN) in Q3 2023, closing a stake of 2,087 shares — an estimated $525K sold.

Baker Tilly Wealth Management first reported a position in MTN in Q1 2021 and held it in 10 quarters. The position peaked at $537K in Q4 2022. 503 funds tracked by Wall St. Rank hold MTN as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Vail Resorts position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,087 Vail Resorts shares in Q3 2023, an estimated $525K.
Baker Tilly Wealth Management first reported a position in Vail Resorts in Q1 2021 and held it in 10 quarters.
Baker Tilly Wealth Management's Vail Resorts position peaked at $537K in Q4 2022.
503 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.