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Arkadios Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Arkadios Wealth Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-40
Closed -$6K – 1724
2021
Q3 		$6K Hold
40
– – ﹤0.01% 1571
2021
Q2 		$6K Hold
40
– – ﹤0.01% 1693
2021
Q1 		$6K Hold
40
– – ﹤0.01% 1332
2020
Q4 		$5K Hold
40
– – ﹤0.01% 1131
2020
Q3 		$3.78K Hold
40
– – ﹤0.01% 885
2020
Q2 		$3.4K Sell
40
-28
-41% -$2.28K ﹤0.01% 827
2020
Q1 		$3.8K Hold
68
– – ﹤0.01% 838
2019
Q4 		$8.64K Buy
+68
New +$7.96K 0.01% 617

Other funds holding VAC

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arkadios Wealth Advisors's VAC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Marriott Vacations Worldwide (VAC) in Q4 2021, closing a stake of 40 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in VAC in Q4 2019 and held it in 8 quarters. The position peaked at $8.64K in Q4 2019. 379 funds tracked by Wall St. Rank hold VAC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Marriott Vacations Worldwide position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 40 Marriott Vacations Worldwide shares in Q4 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in Marriott Vacations Worldwide in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Marriott Vacations Worldwide position peaked at $8.64K in Q4 2019.
  • 379 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.