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FSB Premier Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

FSB Premier Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20
Closed -$3K – 483
2021
Q4 		$3K Buy
+20
New +$3.21K ﹤0.01% 481

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Principal Financial Group
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SM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FSB Premier Wealth Management's VAC Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Marriott Vacations Worldwide (VAC) in Q1 2022, closing a stake of 20 shares — an estimated $3K sold.

FSB Premier Wealth Management first reported a position in VAC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 385 funds tracked by Wall St. Rank hold VAC as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Marriott Vacations Worldwide position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 20 Marriott Vacations Worldwide shares in Q1 2022, an estimated $3K.
  • FSB Premier Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Marriott Vacations Worldwide position peaked at $3K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.