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Circle Wealth Management’s Marvell Technology MRVL Stock Holding History

Circle 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
Q3 		– Sell
-8,390
Closed -$586K – 221
2024
Q2 		$586K Buy
+8,390
New +$588K 0.01% 148

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Circle Wealth Management's MRVL Position: Q3 2024 in Review

Circle Wealth Management sold out of Marvell Technology (MRVL) in Q3 2024, closing a stake of 8,390 shares — an estimated $586K sold.

Circle Wealth Management first reported a position in MRVL in Q2 2024 and held it in 1 quarter. The position peaked at $586K in Q2 2024. 1,105 funds tracked by Wall St. Rank hold MRVL as of Q3 2024.

  • Circle Wealth Management reported no remaining Marvell Technology position as of Q3 2024 after selling out during the quarter.
  • Circle Wealth Management sold 8,390 Marvell Technology shares in Q3 2024, an estimated $586K.
  • Circle Wealth Management first reported a position in Marvell Technology in Q2 2024 and held it in 1 quarter.
  • Circle Wealth Management's Marvell Technology position peaked at $586K in Q2 2024.
  • 1,105 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2024.

Based on Circle Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.