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Avitas Wealth Management’s Marvell Technology MRVL Stock Holding History

Avitas Wealth Management’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$714K Sell
6,467
-178
-3% -$16.5K 0.1% 144
2024
Q3 		$479K Sell
6,645
-496
-7% -$34.3K 0.07% 165
2024
Q2 		$499K Sell
7,141
-425
-6% -$29.8K 0.07% 164
2024
Q1 		$536K Sell
7,566
-18
-0.2% -$1.23K 0.08% 170
2023
Q4 		$457K Sell
7,584
-47
-0.6% -$2.54K 0.08% 171
2023
Q3 		$413K Sell
7,631
-238
-3% -$14K 0.08% 175
2023
Q2 		$470K Sell
7,869
-142
-2% -$6.9K 0.09% 158
2023
Q1 		$347K Sell
8,011
-253
-3% -$10.7K 0.07% 180
2022
Q4 		$306K Buy
8,264
+2,949
+55% +$120K 0.06% 172
2022
Q3 		$228K Buy
5,315
+49
+0.9% +$2.43K 0.05% 171
2022
Q2 		$229K Buy
5,266
+385
+8% +$21.8K 0.05% 181
2022
Q1 		$350K Sell
4,881
-6,557
-57% -$472K 0.06% 170
2021
Q4 		$1M Buy
+11,438
New +$854K 0.17% 126

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avitas Wealth Management's MRVL Position: Q4 2024 in Review

Avitas Wealth Management reduced its Marvell Technology (MRVL) stake by 2.7% in Q4 2024, selling an estimated $16.5K and leaving 6,467 shares worth $714K. The position accounts for 0.1% of the portfolio, ranked #144.

Avitas Wealth Management first reported a position in MRVL in Q4 2021 and has held it in 13 quarters since. The position peaked at $1M in Q4 2021. 1,376 funds tracked by Wall St. Rank hold MRVL as of Q4 2024.

  • Avitas Wealth Management held 6,467 shares of Marvell Technology worth $714K as of Q4 2024.
  • Avitas Wealth Management sold 178 Marvell Technology shares in Q4 2024, an estimated $16.5K.
  • Marvell Technology made up 0.1% of Avitas Wealth Management's portfolio in Q4 2024, its #144 holding.
  • Avitas Wealth Management first reported a position in Marvell Technology in Q4 2021 and has held it in 13 quarters since.
  • Avitas Wealth Management's Marvell Technology position peaked at $1M in Q4 2021.
  • 1,376 funds tracked by Wall St. Rank held Marvell Technology as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.