Encompass Wealth Advisors’s Marriott International MAR Stock Holding History

Encompass Wealth 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
2024 Q2	–	Sell	-4,816	Closed	-$1.22M	–	288
2024 Q1	$1.22M	Buy	+4,816	New	+$1.17M	0.32%	65

Other funds holding MAR

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

BlackRock New York $5.72T 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 $1.56T 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

Encompass Wealth Advisors's MAR Position: Q2 2024 in Review

Encompass Wealth Advisors sold out of Marriott International (MAR) in Q2 2024, closing a stake of 4,816 shares — an estimated $1.22M sold.

Encompass Wealth Advisors first reported a position in MAR in Q1 2024 and held it in 1 quarter. The position peaked at $1.22M in Q1 2024. 1,384 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

Encompass Wealth Advisors reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 4,816 Marriott International shares in Q2 2024, an estimated $1.22M.
Encompass Wealth Advisors first reported a position in Marriott International in Q1 2024 and held it in 1 quarter.
Encompass Wealth Advisors's Marriott International position peaked at $1.22M in Q1 2024.
1,384 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Encompass Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.