CPA
MTN icon

Capital Performance Advisors’s Vail Resorts MTN Stock Holding History

Capital Performance Advisors’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
-146
Closed -$25.4K – 1725
2024
Q3 		$25.4K Buy
+146
New +$26.1K 0.01% 527

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T 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
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
TGA
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 $75B AUM 11.27% 1-Year Est. Return

Capital Performance Advisors's MTN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vail Resorts (MTN) in Q4 2024, closing a stake of 146 shares — an estimated $25.4K sold.

Capital Performance Advisors first reported a position in MTN in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 474 funds tracked by Wall St. Rank hold MTN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vail Resorts position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 146 Vail Resorts shares in Q4 2024, an estimated $25.4K.
  • Capital Performance Advisors first reported a position in Vail Resorts in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vail Resorts position peaked at $25.4K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.