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Congress Wealth Management’s Vail Resorts MTN Stock Holding History

Congress Wealth Management’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
2023
Q4 		– Sell
-1,501
Closed -$333K – 648
2023
Q3 		$333K Sell
1,501
-382
-20% -$90.7K 0.01% 509
2023
Q2 		$474K Sell
1,883
-670
-26% -$163K 0.01% 422
2023
Q1 		$597K Sell
2,553
-850
-25% -$205K 0.01% 397
2022
Q4 		$811K Sell
3,403
-1,353
-28% -$317K 0.02% 356
2022
Q3 		$1.03M Sell
4,756
-6,014
-56% -$1.37M 0.03% 333
2022
Q2 		$2.35M Sell
10,770
-4,781
-31% -$1.17M 0.06% 266
2022
Q1 		$4.05M Sell
15,551
-1,365
-8% -$371K 0.09% 229
2021
Q4 		$5.55M Buy
+16,916
New +$5.77M 0.11% 212

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's MTN Position: Q4 2023 in Review

Congress Wealth Management sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 1,501 shares — an estimated $333K sold.

Congress Wealth Management first reported a position in MTN in Q4 2021 and held it in 8 quarters. The position peaked at $5.55M in Q4 2021. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Congress Wealth Management reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 1,501 Vail Resorts shares in Q4 2023, an estimated $333K.
  • Congress Wealth Management first reported a position in Vail Resorts in Q4 2021 and held it in 8 quarters.
  • Congress Wealth Management's Vail Resorts position peaked at $5.55M in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.