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Heartwood Wealth Advisors’s Marvell Technology MRVL Stock Holding History

Heartwood Wealth Advisors’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,292
Closed -$201K – 124
2021
Q4 		$201K Buy
+2,292
New +$171K 0.03% 104

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartwood Wealth Advisors's MRVL Position: Q1 2022 in Review

Heartwood Wealth Advisors sold out of Marvell Technology (MRVL) in Q1 2022, closing a stake of 2,292 shares — an estimated $201K sold.

Heartwood Wealth Advisors first reported a position in MRVL in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 913 funds tracked by Wall St. Rank hold MRVL as of Q1 2022.

  • Heartwood Wealth Advisors reported no remaining Marvell Technology position as of Q1 2022 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2,292 Marvell Technology shares in Q1 2022, an estimated $201K.
  • Heartwood Wealth Advisors first reported a position in Marvell Technology in Q4 2021 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Marvell Technology position peaked at $201K in Q4 2021.
  • 913 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2022.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.