BDO Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$73.2K	Hold	597	–	–	0.01%	375
2023 Q1	$80.4K	Hold	597	–	–	0.01%	352
2022 Q4	$80.3K	Hold	597	–	–	0.01%	357
2022 Q3	$73K	Hold	597	–	–	0.01%	362
2022 Q2	$69K	Hold	597	–	–	0.01%	369
2022 Q1	$94K	Hold	597	–	–	0.01%	345
2021 Q4	$101K	Hold	597	–	–	0.01%	349
2021 Q3	$94K	Sell	597 -7	-1%	-$1.06K	0.01%	362
2021 Q2	$96K	Hold	604	–	–	0.01%	379
2021 Q1	$105K	Sell	604 -260	-30%	-$40.5K	0.01%	354
2020 Q4	$118K	Hold	864	–	–	0.02%	271
2020 Q3	$78K	Sell	864 -530	-38%	-$48.1K	0.01%	292
2020 Q2	$115K	Hold	1,394	–	–	0.02%	267
2020 Q1	$77K	Buy	1,394 +1,354	+3,385%	+$141K	0.02%	302
2019 Q4	$5K	Hold	40	–	–	﹤0.01%	499
2019 Q3	$4K	Buy	+40	New	+$3.93K	﹤0.01%	557
2017 Q3	–	Sell	-500	Closed	-$59K	–	545
2017 Q2	$59K	Buy	+500	New	+$56.4K	0.03%	221

Other funds holding VAC

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

BDO Wealth Advisors held its Marriott Vacations Worldwide (VAC) position steady in Q2 2023 at 597 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #375.

BDO Wealth Advisors first reported a position in VAC in Q2 2017 and has held it in 17 quarters since. The position peaked at $118K in Q4 2020. 365 funds tracked by Wall St. Rank hold VAC as of Q2 2023.

BDO Wealth Advisors held 597 shares of Marriott Vacations Worldwide worth $73.2K as of Q2 2023.
BDO Wealth Advisors left its Marriott Vacations Worldwide share count unchanged in Q2 2023.
Marriott Vacations Worldwide made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #375 holding.
BDO Wealth Advisors first reported a position in Marriott Vacations Worldwide in Q2 2017 and has held it in 17 quarters since.
BDO Wealth Advisors's Marriott Vacations Worldwide position peaked at $118K in Q4 2020.
365 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2023.

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