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Prospera Financial Services’s Vail Resorts MTN Stock Holding History

Prospera Financial Services’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
-1,817
Closed -$433K – 989
2022
Q4 		$433K Buy
+1,817
New +$426K 0.02% 571
2022
Q3 		– Sell
-128
Closed -$28K – 1321
2022
Q2 		$28K Sell
128
-78
-38% -$19.1K ﹤0.01% 1138
2022
Q1 		$54K Buy
+206
New +$56.1K ﹤0.01% 1343
2020
Q4 		– Sell
-150
Closed -$32K – 1234
2020
Q3 		$32K Buy
+150
New +$30.9K 0.01% 767

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Select Equity Group
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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

Prospera Financial Services's MTN Position: Q1 2023 in Review

Prospera Financial Services sold out of Vail Resorts (MTN) in Q1 2023, closing a stake of 1,817 shares — an estimated $433K sold.

Prospera Financial Services first reported a position in MTN in Q3 2020 and held it in 4 quarters. The position peaked at $433K in Q4 2022. 485 funds tracked by Wall St. Rank hold MTN as of Q1 2023.

  • Prospera Financial Services reported no remaining Vail Resorts position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 1,817 Vail Resorts shares in Q1 2023, an estimated $433K.
  • Prospera Financial Services first reported a position in Vail Resorts in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's Vail Resorts position peaked at $433K in Q4 2022.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.