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Crewe Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Crewe Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7
Closed -$942 – 1029
2022
Q4 		$942 Hold
7
– – ﹤0.01% 929
2022
Q3 		$1K Hold
7
– – ﹤0.01% 1216
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1111
2022
Q1 		$1K Hold
7
– – ﹤0.01% 469
2021
Q4 		$1K Hold
7
– – ﹤0.01% 394
2021
Q3 		$1K Hold
7
– – ﹤0.01% 388
2021
Q2 		$1K Hold
7
– – ﹤0.01% 454
2021
Q1 		$1K Hold
7
– – ﹤0.01% 449
2020
Q4 		$1K Hold
7
– – ﹤0.01% 439
2020
Q3 		$1K Hold
7
– – ﹤0.01% 613
2020
Q2 		$1K Hold
7
– – ﹤0.01% 214
2020
Q1 		$0 Buy
+7
New +$727 ﹤0.01% 245

Other funds holding VAC

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's VAC Position: Q1 2023 in Review

Crewe Advisors sold out of Marriott Vacations Worldwide (VAC) in Q1 2023, closing a stake of 7 shares — an estimated $942 sold.

Crewe Advisors first reported a position in VAC in Q1 2020 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 376 funds tracked by Wall St. Rank hold VAC as of Q1 2023.

  • Crewe Advisors reported no remaining Marriott Vacations Worldwide position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 7 Marriott Vacations Worldwide shares in Q1 2023, an estimated $942.
  • Crewe Advisors first reported a position in Marriott Vacations Worldwide in Q1 2020 and held it in 12 quarters.
  • Crewe Advisors's Marriott Vacations Worldwide position peaked at $1K in Q3 2022.
  • 376 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.