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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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return