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

Avior 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
2025
Q1 		– Sell
-163
Closed -$45.7K – 1672
2024
Q4 		$45.7K Buy
163
+7
+4% +$1.92K ﹤0.01% 1178
2024
Q3 		$38.9K Buy
156
+6
+4% +$1.4K ﹤0.01% 1207
2024
Q2 		$36.3K Sell
150
-1,047
-87% -$251K ﹤0.01% 1207
2024
Q1 		$302K Sell
1,197
-203
-15% -$49.2K 0.01% 582
2023
Q4 		$316K Sell
1,400
-20
-1% -$4.05K 0.02% 438
2023
Q3 		$279K Buy
1,420
+20
+1% +$3.97K 0.02% 459
2023
Q2 		$257K Sell
1,400
-306
-18% -$53.1K 0.02% 474
2023
Q1 		$283K Buy
1,706
+9
+0.5% +$1.5K 0.02% 460
2022
Q4 		$253K Hold
1,697
– – 0.02% 431
2022
Q3 		$236K Sell
1,697
-200
-11% -$30.6K 0.02% 429
2022
Q2 		$257K Hold
1,897
– – 0.03% 380
2022
Q1 		$332K Sell
1,897
-386
-17% -$64.2K 0.03% 365
2021
Q4 		$376K Hold
2,283
– – 0.03% 362
2021
Q3 		$337K Sell
2,283
-126
-5% -$17.6K 0.03% 365
2021
Q2 		$328K Hold
2,409
– – 0.03% 355
2021
Q1 		$356K Buy
2,409
+2,188
+990% +$299K 0.04% 347
2020
Q4 		$29K Buy
+221
New +$25.2K ﹤0.01% 560
2018
Q2 		– Sell
-7
Closed -$1K – 829
2018
Q1 		$1K Hold
7
– – ﹤0.01% 744
2017
Q4 		$1K Buy
+7
New +$859 ﹤0.01% 747

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Avior Wealth Management's MAR Position: Q1 2025 in Review

Avior Wealth Management sold out of Marriott International (MAR) in Q1 2025, closing a stake of 163 shares — an estimated $45.7K sold.

Avior Wealth Management first reported a position in MAR in Q4 2017 and held it in 19 quarters. The position peaked at $376K in Q4 2021. 1,429 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Avior Wealth Management reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 163 Marriott International shares in Q1 2025, an estimated $45.7K.
  • Avior Wealth Management first reported a position in Marriott International in Q4 2017 and held it in 19 quarters.
  • Avior Wealth Management's Marriott International position peaked at $376K in Q4 2021.
  • 1,429 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.