Heritage Wealth Management (Arizona)’s Marriott International MAR Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$469K	Hold	1,939	–	–	0.26%	80
2024 Q1	$489K	Hold	1,939	–	–	0.25%	86
2023 Q4	$437K	Buy	+1,939	New	+$393K	0.24%	90
2022 Q4	$624K	Buy	4,188 +2,094	+100%	+$322K	0.09%	165
2022 Q3	$293K	Hold	2,094	–	–	0.09%	157
2022 Q2	$285K	Sell	2,094 -11	-0.5%	-$1.82K	0.09%	165
2022 Q1	$370K	Buy	+2,105	New	+$350K	0.1%	162
2021 Q3	$310K	Hold	2,094	–	–	0.11%	146
2021 Q2	$286K	Hold	2,094	–	–	0.11%	162
2021 Q1	$310K	Buy	+2,094	New	+$286K	0.17%	101

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MAR Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its Marriott International (MAR) position steady in Q2 2024 at 1,939 shares worth $469K. The position accounts for 0.26% of the portfolio, ranked #80.

Heritage Wealth Management (Arizona) first reported a position in MAR in Q1 2021 and has held it in 10 quarters since. The position peaked at $624K in Q4 2022. 1,385 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,939 shares of Marriott International worth $469K as of Q2 2024.
Heritage Wealth Management (Arizona) left its Marriott International share count unchanged in Q2 2024.
Marriott International made up 0.26% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #80 holding.
Heritage Wealth Management (Arizona) first reported a position in Marriott International in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Marriott International position peaked at $624K in Q4 2022.
1,385 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.