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Beverly Hills Private Wealth’s Vail Resorts MTN Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-1,259
Closed -$227K – 357
2024
Q2 		$227K Sell
1,259
-114
-8% -$22.7K 0.05% 317
2024
Q1 		$306K Sell
1,373
-56
-4% -$12.4K 0.07% 272
2023
Q4 		$305K Sell
1,429
-95
-6% -$20.8K 0.08% 251
2023
Q3 		$338K Sell
1,524
-1,661
-52% -$394K 0.1% 214
2023
Q2 		$734K Buy
3,185
+1,596
+100% +$389K 0.12% 185
2023
Q1 		$371K Buy
1,589
+142
+10% +$34.2K 0.12% 196
2022
Q4 		$345K Buy
+1,447
New +$340K 0.15% 152

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Principal Financial Group
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State Street
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Beverly Hills Private Wealth's MTN Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Vail Resorts (MTN) in Q3 2024, closing a stake of 1,259 shares — an estimated $227K sold.

Beverly Hills Private Wealth first reported a position in MTN in Q4 2022 and held it in 7 quarters. The position peaked at $734K in Q2 2023. 467 funds tracked by Wall St. Rank hold MTN as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Vail Resorts position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,259 Vail Resorts shares in Q3 2024, an estimated $227K.
  • Beverly Hills Private Wealth first reported a position in Vail Resorts in Q4 2022 and held it in 7 quarters.
  • Beverly Hills Private Wealth's Vail Resorts position peaked at $734K in Q2 2023.
  • 467 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.