CIA
MTN icon

Concurrent Investment Advisors’s Vail Resorts MTN Stock Holding History

Concurrent Investment 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
-1,555
Closed -$271K – 1192
2024
Q3 		$271K Buy
+1,555
New +$278K 0.01% 823

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

Concurrent Investment Advisors's MTN Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Vail Resorts (MTN) in Q4 2024, closing a stake of 1,555 shares — an estimated $271K sold.

Concurrent Investment Advisors first reported a position in MTN in Q3 2024 and held it in 1 quarter. The position peaked at $271K in Q3 2024. 474 funds tracked by Wall St. Rank hold MTN as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Vail Resorts position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,555 Vail Resorts shares in Q4 2024, an estimated $271K.
  • Concurrent Investment Advisors first reported a position in Vail Resorts in Q3 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Vail Resorts position peaked at $271K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.