Integrated Wealth Concepts
MTN icon

Integrated Wealth Concepts’s Vail Resorts MTN Stock Holding History

Integrated Wealth Concepts’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
2021
Q4 		– Sell
-677
Closed -$226K – 1010
2021
Q3 		$226K Buy
+677
New +$209K 0.01% 842

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Fred Alger Management
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Integrated Wealth Concepts's MTN Position: Q4 2021 in Review

Integrated Wealth Concepts sold out of Vail Resorts (MTN) in Q4 2021, closing a stake of 677 shares — an estimated $226K sold.

Integrated Wealth Concepts first reported a position in MTN in Q3 2021 and held it in 1 quarter. The position peaked at $226K in Q3 2021. 486 funds tracked by Wall St. Rank hold MTN as of Q4 2021.

  • Integrated Wealth Concepts reported no remaining Vail Resorts position as of Q4 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 677 Vail Resorts shares in Q4 2021, an estimated $226K.
  • Integrated Wealth Concepts first reported a position in Vail Resorts in Q3 2021 and held it in 1 quarter.
  • Integrated Wealth Concepts's Vail Resorts position peaked at $226K in Q3 2021.
  • 486 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2021.

Based on Integrated Wealth Concepts's 13F filing for Q4 2021, filed 15 Feb 2022.