Focused Wealth Management’s Marriott International MAR Stock Holding History

Focused 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
2024 Q1	–	Sell	-60	Closed	-$13.6K	–	631
2023 Q4	$13.6K	Buy	60 +38	+173%	+$7.7K	﹤0.01%	498
2023 Q3	$4.38K	Hold	22	–	–	﹤0.01%	666
2023 Q2	$4.09K	Hold	22	–	–	﹤0.01%	708
2023 Q1	$3.69K	Hold	22	–	–	﹤0.01%	723
2022 Q4	$3.3K	Hold	22	–	–	﹤0.01%	728
2022 Q3	$3K	Hold	22	–	–	﹤0.01%	710
2022 Q2	$3K	Hold	22	–	–	﹤0.01%	695
2022 Q1	$4K	Hold	22	–	–	﹤0.01%	711
2021 Q4	$4K	Hold	22	–	–	﹤0.01%	728
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	775
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	791
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	778
2020 Q4	$3K	Buy	22 +11	+100%	+$1.26K	﹤0.01%	710
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	736
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	721
2020 Q1	$1K	Buy	+11	New	+$1.37K	﹤0.01%	662

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Focused Wealth Management's MAR Position: Q1 2024 in Review

Focused Wealth Management sold out of Marriott International (MAR) in Q1 2024, closing a stake of 60 shares — an estimated $13.6K sold.

Focused Wealth Management first reported a position in MAR in Q1 2020 and held it in 16 quarters. The position peaked at $13.6K in Q4 2023. 1,406 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

Focused Wealth Management reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 60 Marriott International shares in Q1 2024, an estimated $13.6K.
Focused Wealth Management first reported a position in Marriott International in Q1 2020 and held it in 16 quarters.
Focused Wealth Management's Marriott International position peaked at $13.6K in Q4 2023.
1,406 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.