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Tower View Wealth Management’s Vail Resorts MTN Stock Holding History

Tower View Wealth Management’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
Q4 		– Sell
-17
Closed -$4K – 188
2023
Q3 		$4K Hold
17
– – ﹤0.01% 154
2023
Q2 		$4K Buy
+17
New +$4.14K ﹤0.01% 161

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Select Equity Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 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

Tower View Wealth Management's MTN Position: Q4 2023 in Review

Tower View Wealth Management sold out of Vail Resorts (MTN) in Q4 2023, closing a stake of 17 shares — an estimated $4K sold.

Tower View Wealth Management first reported a position in MTN in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 509 funds tracked by Wall St. Rank hold MTN as of Q4 2023.

  • Tower View Wealth Management reported no remaining Vail Resorts position as of Q4 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 17 Vail Resorts shares in Q4 2023, an estimated $4K.
  • Tower View Wealth Management first reported a position in Vail Resorts in Q2 2023 and held it in 2 quarters.
  • Tower View Wealth Management's Vail Resorts position peaked at $4K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2023.

Based on Tower View Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.