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BDO Wealth Advisors’s Marriott International MAR Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$1.37M Sell
7,437
-35
-0.5% -$6.07K 0.16% 112
2023
Q1 		$1.24M Sell
7,472
-934
-11% -$156K 0.15% 110
2022
Q4 		$1.25M Hold
8,406
– – 0.16% 115
2022
Q3 		$1.18M Sell
8,406
-7
-0.1% -$1.07K 0.16% 115
2022
Q2 		$1.14M Hold
8,413
– – 0.14% 120
2022
Q1 		$1.48M Sell
8,413
-300
-3% -$49.9K 0.16% 111
2021
Q4 		$1.44M Buy
8,713
+5
+0.1% +$787 0.15% 112
2021
Q3 		$1.29M Hold
8,708
– – 0.14% 113
2021
Q2 		$1.19M Sell
8,708
-331
-4% -$47.7K 0.13% 120
2021
Q1 		$1.34M Sell
9,039
-2,656
-23% -$363K 0.16% 108
2020
Q4 		$1.54M Sell
11,695
-75
-0.6% -$8.57K 0.22% 82
2020
Q3 		$1.09M Sell
11,770
-4,162
-26% -$393K 0.18% 88
2020
Q2 		$1.37M Hold
15,932
– – 0.24% 75
2020
Q1 		$1.19M Buy
15,932
+10,947
+220% +$1.36M 0.24% 75
2019
Q4 		$755K Sell
4,985
-250
-5% -$33.5K 0.19% 94
2019
Q3 		$651K Sell
5,235
-50
-0.9% -$6.63K 0.17% 101
2019
Q2 		$741K Hold
5,285
– – 0.2% 93
2019
Q1 		$661K Hold
5,285
– – 0.19% 94
2018
Q4 		$574K Sell
5,285
-200
-4% -$23K 0.2% 92
2018
Q3 		$724K Sell
5,485
-50
-0.9% -$6.38K 0.23% 81
2018
Q2 		$701K Hold
5,535
– – 0.24% 80
2018
Q1 		$753K Sell
5,535
-490
-8% -$68.7K 0.28% 69
2017
Q4 		$818K Sell
6,025
-50
-0.8% -$6.14K 0.37% 52
2017
Q3 		$670K Sell
6,075
-600
-9% -$61.8K 0.33% 56
2017
Q2 		$670K Buy
+6,675
New +$668K 0.29% 64

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BDO Wealth Advisors's MAR Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Marriott International (MAR) stake by 0.47% in Q2 2023, selling an estimated $6.07K and leaving 7,437 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #112.

BDO Wealth Advisors first reported a position in MAR in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.54M in Q4 2020. 1,193 funds tracked by Wall St. Rank hold MAR as of Q2 2023.

  • BDO Wealth Advisors held 7,437 shares of Marriott International worth $1.37M as of Q2 2023.
  • BDO Wealth Advisors sold 35 Marriott International shares in Q2 2023, an estimated $6.07K.
  • Marriott International made up 0.16% of BDO Wealth Advisors's portfolio in Q2 2023, its #112 holding.
  • BDO Wealth Advisors first reported a position in Marriott International in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Marriott International position peaked at $1.54M in Q4 2020.
  • 1,193 funds tracked by Wall St. Rank held Marriott International as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.