Alterna Wealth Management’s Marriott International MAR Stock Holding History

Alterna Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,404	Closed	-$258K	–	95
2023 Q2	$258K	Buy	+1,404	New	+$244K	0.3%	69
2019 Q4	–	Sell	-1,737	Closed	-$216K	–	126
2019 Q3	$216K	Buy	+1,737	New	+$230K	0.26%	99
2019 Q1	–	Sell	-2,338	Closed	-$235K	–	241
2018 Q4	$235K	Buy	+2,338	New	+$268K	0.04%	300

Other funds holding MAR

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Alterna Wealth Management's MAR Position: Q3 2023 in Review

Alterna Wealth Management sold out of Marriott International (MAR) in Q3 2023, closing a stake of 1,404 shares — an estimated $258K sold.

Alterna Wealth Management first reported a position in MAR in Q4 2018 and held it in 3 quarters. The position peaked at $258K in Q2 2023. 1,231 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

Alterna Wealth Management reported no remaining Marriott International position as of Q3 2023 after selling out during the quarter.
Alterna Wealth Management sold 1,404 Marriott International shares in Q3 2023, an estimated $258K.
Alterna Wealth Management first reported a position in Marriott International in Q4 2018 and held it in 3 quarters.
Alterna Wealth Management's Marriott International position peaked at $258K in Q2 2023.
1,231 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.