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Axim Planning & Wealth’s Marriott International MAR Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-100
Closed -$14K – 118
2022
Q3 		$14K Hold
100
– – 0.01% 100
2022
Q2 		$14K Buy
+100
New +$16.5K 0.01% 77

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Axim Planning & Wealth's MAR Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Marriott International (MAR) in Q4 2022, closing a stake of 100 shares — an estimated $14K sold.

Axim Planning & Wealth first reported a position in MAR in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q3 2022. 1,144 funds tracked by Wall St. Rank hold MAR as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Marriott International position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 100 Marriott International shares in Q4 2022, an estimated $14K.
  • Axim Planning & Wealth first reported a position in Marriott International in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Marriott International position peaked at $14K in Q3 2022.
  • 1,144 funds tracked by Wall St. Rank held Marriott International as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.