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Inspire Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Inspire Advisors’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
2023
Q1 		– Sell
-3,336
Closed -$449K – 240
2022
Q4 		$449K Buy
+3,336
New +$465K 0.11% 74

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Advisors's VAC Position: Q1 2023 in Review

Inspire Advisors sold out of Marriott Vacations Worldwide (VAC) in Q1 2023, closing a stake of 3,336 shares — an estimated $449K sold.

Inspire Advisors first reported a position in VAC in Q4 2022 and held it in 1 quarter. The position peaked at $449K in Q4 2022. 376 funds tracked by Wall St. Rank hold VAC as of Q1 2023.

  • Inspire Advisors reported no remaining Marriott Vacations Worldwide position as of Q1 2023 after selling out during the quarter.
  • Inspire Advisors sold 3,336 Marriott Vacations Worldwide shares in Q1 2023, an estimated $449K.
  • Inspire Advisors first reported a position in Marriott Vacations Worldwide in Q4 2022 and held it in 1 quarter.
  • Inspire Advisors's Marriott Vacations Worldwide position peaked at $449K in Q4 2022.
  • 376 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2023.

Based on Inspire Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.