BWP
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Baldwin Wealth Partners’s Vail Resorts MTN Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-50
Closed -$10.7K – 719
2023
Q4 		$10.7K Hold
50
– – ﹤0.01% 565
2023
Q3 		$11.1K Hold
50
– – ﹤0.01% 568
2023
Q2 		$12.6K Hold
50
– – ﹤0.01% 581
2023
Q1 		$11.7K Hold
50
– – ﹤0.01% 604
2022
Q4 		$11.9K Sell
50
-150
-75% -$35.2K ﹤0.01% 595
2022
Q3 		$43K Hold
200
– – 0.01% 349
2022
Q2 		$44K Hold
200
– – 0.01% 367
2022
Q1 		$52K Buy
+200
New +$54.4K 0.01% 367
2017
Q1 		– Sell
-82
Closed -$13K – 524
2016
Q4 		$13K Hold
82
– – ﹤0.01% 412
2016
Q3 		$13K Buy
+82
New +$12.5K ﹤0.01% 426

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return