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Avior Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-6
Closed -$553 – 2262
2024
Q4 		$553 Hold
6
– – ﹤0.01% 2277
2024
Q3 		$448 Hold
6
– – ﹤0.01% 2180
2024
Q2 		$532 Hold
6
– – ﹤0.01% 2109
2024
Q1 		$651 Buy
+6
New +$542 ﹤0.01% 2501

Other funds holding VAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Avior Wealth Management sold out of Marriott Vacations Worldwide (VAC) in Q1 2025, closing a stake of 6 shares — an estimated $553 sold.

Avior Wealth Management first reported a position in VAC in Q1 2024 and held it in 4 quarters. The position peaked at $651 in Q1 2024. 335 funds tracked by Wall St. Rank hold VAC as of Q1 2025.

  • Avior Wealth Management reported no remaining Marriott Vacations Worldwide position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6 Marriott Vacations Worldwide shares in Q1 2025, an estimated $553.
  • Avior Wealth Management first reported a position in Marriott Vacations Worldwide in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Marriott Vacations Worldwide position peaked at $651 in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2025.

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