Avitas Wealth Management’s Marriott International MAR Stock Holding History

Avitas 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
2021 Q2	–	Sell	-18,568	Closed	-$2.75M	–	213
2021 Q1	$2.75M	Sell	18,568 -677	-4%	-$92.4K	0.54%	71
2020 Q4	$2.54M	Buy	19,245 +167	+0.9%	+$19.1K	0.51%	77
2020 Q3	$1.77M	Buy	19,078 +4,285	+29%	+$404K	0.49%	80
2020 Q2	$1.27M	Sell	14,793 -349	-2%	-$30.3K	0.42%	88
2020 Q1	$1.13M	Buy	+15,142	New	+$1.88M	0.52%	75
2019 Q1	–	Sell	-6,911	Closed	-$750K	–	168
2018 Q4	$750K	Sell	6,911 -16	-0.2%	-$1.84K	0.25%	109
2018 Q3	$915K	Buy	6,927 +602	+10%	+$76.8K	0.26%	114
2018 Q2	$801K	Buy	+6,325	New	+$860K	0.25%	120

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avitas Wealth Management's MAR Position: Q2 2021 in Review

Avitas Wealth Management sold out of Marriott International (MAR) in Q2 2021, closing a stake of 18,568 shares — an estimated $2.75M sold.

Avitas Wealth Management first reported a position in MAR in Q2 2018 and held it in 8 quarters. The position peaked at $2.75M in Q1 2021. 1,012 funds tracked by Wall St. Rank hold MAR as of Q2 2021.

Avitas Wealth Management reported no remaining Marriott International position as of Q2 2021 after selling out during the quarter.
Avitas Wealth Management sold 18,568 Marriott International shares in Q2 2021, an estimated $2.75M.
Avitas Wealth Management first reported a position in Marriott International in Q2 2018 and held it in 8 quarters.
Avitas Wealth Management's Marriott International position peaked at $2.75M in Q1 2021.
1,012 funds tracked by Wall St. Rank held Marriott International as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.