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Curi Wealth Management’s Marriott International MAR Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-2
Closed – – 487
2022
Q2 		$0 Hold
2
– – ﹤0.01% 689
2022
Q1 		$0 Hold
2
– – ﹤0.01% 597
2021
Q4 		$0 Buy
+2
New +$315 ﹤0.01% 555
2021
Q1 		– Sell
-250
Closed -$32K – 319
2020
Q4 		$32K Buy
+250
New +$28.6K 0.02% 175

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curi Wealth Management's MAR Position: Q3 2022 in Review

Curi Wealth Management sold out of Marriott International (MAR) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in MAR in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q4 2020. 1,087 funds tracked by Wall St. Rank hold MAR as of Q3 2022.

  • Curi Wealth Management reported no remaining Marriott International position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 Marriott International shares in Q3 2022.
  • Curi Wealth Management first reported a position in Marriott International in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Marriott International position peaked at $32K in Q4 2020.
  • 1,087 funds tracked by Wall St. Rank held Marriott International as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.