TCWP’s Vail Resorts MTN Stock Holding History

TCWP’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
2022 Q2	–	Sell	-5	Closed	-$1K	–	1185
2022 Q1	$1K	Buy	+5	New	+$1.36K	﹤0.01%	1569

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TCWP's MTN Position: Q2 2022 in Review

TCWP sold out of Vail Resorts (MTN) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

TCWP first reported a position in MTN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 468 funds tracked by Wall St. Rank hold MTN as of Q2 2022.

TCWP reported no remaining Vail Resorts position as of Q2 2022 after selling out during the quarter.
TCWP sold 5 Vail Resorts shares in Q2 2022, an estimated $1K.
TCWP first reported a position in Vail Resorts in Q1 2022 and held it in 1 quarter.
TCWP's Vail Resorts position peaked at $1K in Q1 2022.
468 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.