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Crewe Advisors’s Vail Resorts MTN Stock Holding History

Crewe 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
2023
Q1 		– Sell
-7
Closed -$1.67K – 962
2022
Q4 		$1.67K Hold
7
– – ﹤0.01% 862
2022
Q3 		$2K Hold
7
– – ﹤0.01% 1055
2022
Q2 		$2K Buy
+7
New +$1.71K ﹤0.01% 987
2020
Q4 		– Sell
-2
Closed – – 579
2020
Q3 		$0 Buy
+2
New +$412 ﹤0.01% 632

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Crewe Advisors's MTN Position: Q1 2023 in Review

Crewe Advisors sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 7 shares — an estimated $1.67K sold.

Crewe Advisors first reported a position in MTN in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Crewe Advisors reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 7 Vail Resorts shares in Q1 2023, an estimated $1.67K.
  • Crewe Advisors first reported a position in Vail Resorts in Q3 2020 and held it in 4 quarters.
  • Crewe Advisors's Vail Resorts position peaked at $2K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.