CPC
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Consolidated Planning Corp’s Marriott International MAR Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-202
Closed -$30K – 286
2021
Q3 		$30K Buy
+202
New +$28.2K 0.02% 208

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's MAR Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Marriott International (MAR) in Q4 2021, closing a stake of 202 shares — an estimated $30K sold.

Consolidated Planning Corp first reported a position in MAR in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 1,098 funds tracked by Wall St. Rank hold MAR as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Marriott International position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 202 Marriott International shares in Q4 2021, an estimated $30K.
  • Consolidated Planning Corp first reported a position in Marriott International in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Marriott International position peaked at $30K in Q3 2021.
  • 1,098 funds tracked by Wall St. Rank held Marriott International as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.