Core Wealth Advisors (Florida)’s Marriott International MAR Stock Holding History

Core Wealth Advisors (Florida)’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	-178	Closed	-$44.9K	–	159
2024 Q1	$44.9K	Hold	178	–	–	0.02%	102
2023 Q4	$40.1K	Hold	178	–	–	0.01%	99
2023 Q3	$35K	Hold	178	–	–	0.01%	90
2023 Q2	$32.7K	Sell	178 -24	-12%	-$4.16K	0.01%	93
2023 Q1	$33.5K	Hold	202	–	–	0.01%	90
2022 Q4	$30.1K	Buy	202 +51	+34%	+$7.85K	0.01%	96
2022 Q3	$21K	Hold	151	–	–	0.01%	93
2022 Q2	$21K	Hold	151	–	–	0.01%	104
2022 Q1	$27K	Hold	151	–	–	0.02%	103
2021 Q4	$25K	Hold	151	–	–	0.01%	120
2021 Q3	$22K	Sell	151 -6	-4%	-$838	0.01%	106
2021 Q2	$21K	Hold	157	–	–	0.01%	102
2021 Q1	$23K	Hold	157	–	–	0.02%	88
2020 Q4	$21K	Hold	157	–	–	0.02%	91
2020 Q3	$15K	Hold	157	–	–	0.01%	89
2020 Q2	$13K	Buy	157 +25	+19%	+$2.17K	0.01%	85
2020 Q1	$10K	Buy	+132	New	+$16.4K	0.01%	88

Other funds holding MAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MAR Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Marriott International (MAR) in Q2 2024, closing a stake of 178 shares — an estimated $44.9K sold.

Core Wealth Advisors (Florida) first reported a position in MAR in Q1 2020 and held it in 17 quarters. The position peaked at $44.9K in Q1 2024. 1,387 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 178 Marriott International shares in Q2 2024, an estimated $44.9K.
Core Wealth Advisors (Florida) first reported a position in Marriott International in Q1 2020 and held it in 17 quarters.
Core Wealth Advisors (Florida)'s Marriott International position peaked at $44.9K in Q1 2024.
1,387 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.