IAA
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Independent Advisor Alliance’s Vail Resorts MTN Stock Holding History

Independent Advisor Alliance’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
-1,141
Closed -$253K – 697
2023
Q3 		$253K Buy
1,141
+91
+9% +$21.6K 0.01% 558
2023
Q2 		$264K Buy
1,050
+163
+18% +$39.7K 0.01% 552
2023
Q1 		$207K Buy
+887
New +$214K 0.01% 611

Other funds holding MTN

BAMCO Inc
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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

Independent Advisor Alliance's MTN Position: Q4 2023 in Review

Independent Advisor Alliance sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 1,141 shares — an estimated $253K sold.

Independent Advisor Alliance first reported a position in MTN in Q1 2023 and held it in 3 quarters. The position peaked at $264K in Q2 2023. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Independent Advisor Alliance reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,141 Vail Resorts shares in Q4 2023, an estimated $253K.
  • Independent Advisor Alliance first reported a position in Vail Resorts in Q1 2023 and held it in 3 quarters.
  • Independent Advisor Alliance's Vail Resorts position peaked at $264K in Q2 2023.
  • 509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.