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	–	429
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's MAR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Marriott International (MAR) in Q4 2021, closing a stake of 394 shares — an estimated $58K sold.

Evolution Wealth Advisors first reported a position in MAR in Q2 2019 and held it in 9 quarters. The position peaked at $2.14M in Q3 2020. 1,097 funds tracked by Wall St. Rank hold MAR as of Q4 2021.

Evolution Wealth Advisors reported no remaining Marriott International position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 394 Marriott International shares in Q4 2021, an estimated $58K.
Evolution Wealth Advisors first reported a position in Marriott International in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Marriott International position peaked at $2.14M in Q3 2020.
1,097 funds tracked by Wall St. Rank held Marriott International as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.