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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 – 1569
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 $66.6B AUM 7.35% 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
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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TCI Wealth Advisors's MTN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vail Resorts (MTN) in Q2 2023, closing a stake of 1 share — an estimated $234 sold.

TCI Wealth Advisors first reported a position in MTN in Q2 2018 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 485 funds tracked by Wall St. Rank hold MTN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Vail Resorts position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Vail Resorts share in Q2 2023, an estimated $234.
  • TCI Wealth Advisors first reported a position in Vail Resorts in Q2 2018 and held it in 9 quarters.
  • TCI Wealth Advisors's Vail Resorts position peaked at $3K in Q4 2021.
  • 485 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.