EWA
MAR icon

Evolution Wealth Advisors’s Marriott International MAR Stock Holding History

Evolution 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
2021
Q4 		– Sell
-394
Closed -$58K – 432
2021
Q3 		$58K Sell
394
-37
-9% -$5.17K 0.01% 192
2021
Q2 		$59K Buy
431
+89
+26% +$12.8K 0.01% 198
2021
Q1 		$51K Hold
342
– – 0.01% 198
2020
Q4 		$45K Sell
342
-22,800
-99% -$2.6M 0.01% 184
2020
Q3 		$2.14M Buy
23,142
+849
+4% +$80.1K 0.59% 35
2020
Q2 		$1.91M Buy
+22,293
New +$1.94M 0.63% 30
2020
Q1 		– Sell
-35
Closed -$5K – 520
2019
Q4 		$5K Buy
35
+1
+3% +$134 ﹤0.01% 403
2019
Q3 		$4K Hold
34
– – ﹤0.01% 317
2019
Q2 		$5K Buy
+34
New +$4.51K ﹤0.01% 265

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return