AWM
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Altium Wealth Management’s Marriott International MAR Stock Holding History

Altium 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
2022
Q2 		$530K Sell
3,899
-67
-2% -$11.1K 0.04% 230
2022
Q1 		$697K Sell
3,966
-138
-3% -$22.9K 0.04% 206
2021
Q4 		$678K Sell
4,104
-228
-5% -$35.9K 0.04% 203
2021
Q3 		$642K Sell
4,332
-812
-16% -$113K 0.05% 194
2021
Q2 		$702K Sell
5,144
-68
-1% -$9.8K 0.05% 171
2021
Q1 		$772K Buy
5,212
+537
+11% +$73.3K 0.06% 146
2020
Q4 		$617K Buy
4,675
+902
+24% +$103K 0.05% 156
2020
Q3 		$349K Buy
3,773
+16
+0.4% +$1.51K 0.04% 244
2020
Q2 		$322K Sell
3,757
-95
-2% -$8.25K 0.04% 256
2020
Q1 		$288K Buy
3,852
+533
+16% +$66.3K 0.04% 223
2019
Q4 		$503K Sell
3,319
-398
-11% -$53.3K 0.06% 169
2019
Q3 		$462K Sell
3,717
-81
-2% -$10.7K 0.06% 168
2019
Q2 		$533K Sell
3,798
-314
-8% -$41.7K 0.08% 156
2019
Q1 		$514K Sell
4,112
-89
-2% -$10.5K 0.08% 155
2018
Q4 		$456K Buy
4,201
+831
+25% +$95.4K 0.09% 154
2018
Q3 		$445K Buy
3,370
+781
+30% +$99.6K 0.09% 166
2018
Q2 		$328K Buy
2,589
+814
+46% +$111K 0.09% 164
2018
Q1 		$242K Buy
1,775
+163
+10% +$22.8K 0.1% 146
2017
Q4 		$219K Buy
+1,612
New +$198K 0.1% 147

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altium Wealth Management's MAR Position: Q2 2022 in Review

Altium Wealth Management reduced its Marriott International (MAR) stake by 1.7% in Q2 2022, selling an estimated $11.1K and leaving 3,899 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #230.

Altium Wealth Management first reported a position in MAR in Q4 2017 and has held it in 19 quarters since. The position peaked at $772K in Q1 2021. 1,090 funds tracked by Wall St. Rank hold MAR as of Q2 2022.

  • Altium Wealth Management held 3,899 shares of Marriott International worth $530K as of Q2 2022.
  • Altium Wealth Management sold 67 Marriott International shares in Q2 2022, an estimated $11.1K.
  • Marriott International made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #230 holding.
  • Altium Wealth Management first reported a position in Marriott International in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Marriott International position peaked at $772K in Q1 2021.
  • 1,090 funds tracked by Wall St. Rank held Marriott International as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.