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CWAF
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
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fundsmith LLP
London, United Kingdom
$12.8B AUM
6.9%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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