TWA
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TCI Wealth Advisors’s Vail Resorts MTN Stock Holding History

TCI Wealth 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
Q2 		– Sell
-1
Closed -$234 – 1454
2023
Q1 		$234 Hold
1
– – ﹤0.01% 2317
2022
Q4 		$238 Sell
1
-1
-50% -$235 ﹤0.01% 2316
2022
Q3 		$0 Buy
+2
New +$455 ﹤0.01% 2471
2022
Q1 		– Sell
-10
Closed -$3K – 2369
2021
Q4 		$3K Hold
10
– – ﹤0.01% 2013
2021
Q3 		$3K Hold
10
– – ﹤0.01% 1968
2021
Q2 		$3K Hold
10
– – ﹤0.01% 1801
2021
Q1 		$3K Buy
+10
New +$2.91K ﹤0.01% 1554
2018
Q4 		– Sell
-2
Closed -$1K – 1575
2018
Q3 		$1K Sell
2
-5
-71% -$1.44K ﹤0.01% 1274
2018
Q2 		$2K Buy
+7
New +$1.71K ﹤0.01% 1107

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $18.8B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return