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AWM
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
–
1674
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
–
831
2018
Q1
$1K
Hold
7
–
–
﹤0.01%
744
2017
Q4
$1K
Buy
+7
New
+$859
﹤0.01%
747
Other funds holding MAR
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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