BWA
MAR icon

Blodgett Wealth Advisors’s Marriott International MAR Stock Holding History

Blodgett 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
2024
Q2 		– Sell
-836
Closed -$211K – 64
2024
Q1 		$211K Sell
836
-300
-26% -$72.7K 0.19% 61
2023
Q4 		$256K Sell
1,136
-250
-18% -$50.7K 0.26% 51
2023
Q3 		$272K Buy
1,386
+1
+0.1% +$199 0.3% 48
2023
Q2 		$254K Hold
1,385
– – 0.26% 49
2023
Q1 		$230K Hold
1,385
– – 0.27% 52
2022
Q4 		$206K Buy
+1,385
New +$213K 0.25% 60
2022
Q3 		– Sell
-1,585
Closed -$216K – 66
2022
Q2 		$216K Sell
1,585
-1,100
-41% -$182K 0.24% 63
2022
Q1 		$472K Sell
2,685
-50
-2% -$8.31K 0.39% 47
2021
Q4 		$452K Buy
+2,735
New +$430K 0.35% 54

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return