WWM
MTN icon

Western Wealth Management’s Vail Resorts MTN Stock Holding History

Western 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
2024
Q4 		– Sell
-4,043
Closed -$705K – 719
2024
Q3 		$705K Buy
+4,043
New +$723K 0.04% 367
2024
Q1 		– Sell
-3,219
Closed -$687K – 692
2023
Q4 		$687K Buy
3,219
+42
+1% +$9.2K 0.05% 343
2023
Q3 		$705K Buy
3,177
+147
+5% +$34.9K 0.06% 316
2023
Q2 		$763K Buy
3,030
+233
+8% +$56.8K 0.07% 292
2023
Q1 		$654K Sell
2,797
-27
-1% -$6.51K 0.06% 310
2022
Q4 		$673K Sell
2,824
-811
-22% -$190K 0.07% 295
2022
Q3 		$784K Buy
3,635
+45
+1% +$10.2K 0.04% 372
2022
Q2 		$777K Buy
3,590
+337
+10% +$82.4K 0.04% 360
2022
Q1 		$847K Buy
3,253
+2,513
+340% +$684K 0.04% 376
2021
Q4 		$242K Buy
+740
New +$252K 0.02% 527
2021
Q2 		$690K Buy
+2,178
New +$694K 0.07% 285
2020
Q1 		– Sell
-1,340
Closed -$321K – 402
2019
Q4 		$321K Hold
1,340
– – 0.05% 299
2019
Q3 		$306K Sell
1,340
-5
-0.4% -$1.18K 0.06% 288
2019
Q2 		$302K Sell
1,345
-141
-9% -$31.3K 0.04% 307
2019
Q1 		$325K Sell
1,486
-425
-22% -$86.8K 0.07% 269
2018
Q4 		$400K Buy
+1,911
New +$473K 0.11% 206

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return