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Curi Wealth Management’s Vail Resorts MTN Stock Holding History

Curi 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
2022
Q3 		– Sell
-371
Closed -$81K – 513
2022
Q2 		$81K Sell
371
-77
-17% -$18.8K 0.02% 190
2022
Q1 		$116K Buy
448
+193
+76% +$52.5K 0.02% 146
2021
Q4 		$83K Buy
+255
New +$86.9K 0.01% 156
2021
Q1 		– Sell
-255
Closed -$71K – 343
2020
Q4 		$71K Buy
+255
New +$65.9K 0.05% 133

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Curi Wealth Management's MTN Position: Q3 2022 in Review

Curi Wealth Management sold out of Vail Resorts (MTN) in Q3 2022, closing a stake of 371 shares — an estimated $81K sold.

Curi Wealth Management first reported a position in MTN in Q4 2020 and held it in 4 quarters. The position peaked at $116K in Q1 2022. 475 funds tracked by Wall St. Rank hold MTN as of Q3 2022.

  • Curi Wealth Management reported no remaining Vail Resorts position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 371 Vail Resorts shares in Q3 2022, an estimated $81K.
  • Curi Wealth Management first reported a position in Vail Resorts in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Vail Resorts position peaked at $116K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.