CFA
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CWS Financial Advisors’s Marriott International MAR Stock Holding History

CWS Financial Advisors’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
2023
Q4 		– Sell
-403
Closed -$79.2K – 162
2023
Q3 		$79.2K Buy
+403
New +$80.1K 0.03% 149

Other funds holding MAR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

CWS Financial Advisors's MAR Position: Q4 2023 in Review

CWS Financial Advisors sold out of Marriott International (MAR) in Q4 2023, closing a stake of 403 shares — an estimated $79.2K sold.

CWS Financial Advisors first reported a position in MAR in Q3 2023 and held it in 1 quarter. The position peaked at $79.2K in Q3 2023. 1,343 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

  • CWS Financial Advisors reported no remaining Marriott International position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 403 Marriott International shares in Q4 2023, an estimated $79.2K.
  • CWS Financial Advisors first reported a position in Marriott International in Q3 2023 and held it in 1 quarter.
  • CWS Financial Advisors's Marriott International position peaked at $79.2K in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.