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Carolina Wealth Advisors’s Vail Resorts MTN Stock Holding History

Carolina Wealth 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
2025
Q1 		– Sell
-11
Closed -$2.06K – 302
2024
Q4 		$2.06K Hold
11
– – ﹤0.01% 240
2024
Q3 		$1.92K Buy
+11
New +$1.97K ﹤0.01% 280

Other funds holding MTN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Carolina Wealth Advisors's MTN Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 11 shares — an estimated $2.06K sold.

Carolina Wealth Advisors first reported a position in MTN in Q3 2024 and held it in 2 quarters. The position peaked at $2.06K in Q4 2024. 448 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 11 Vail Resorts shares in Q1 2025, an estimated $2.06K.
  • Carolina Wealth Advisors first reported a position in Vail Resorts in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Vail Resorts position peaked at $2.06K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.