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IVC Wealth Advisors’s Marriott International MAR Stock Holding History

IVC Wealth Advisors’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
Q4 		– Sell
-1,026
Closed -$255K – 162
2024
Q3 		$255K Hold
1,026
– – 0.14% 136
2024
Q2 		$248K Buy
1,026
+26
+3% +$6.24K 0.14% 140
2024
Q1 		$252K Hold
1,000
– – 0.15% 139
2023
Q4 		$226K Buy
+1,000
New +$203K 0.14% 140

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

IVC Wealth Advisors's MAR Position: Q4 2024 in Review

IVC Wealth Advisors sold out of Marriott International (MAR) in Q4 2024, closing a stake of 1,026 shares — an estimated $255K sold.

IVC Wealth Advisors first reported a position in MAR in Q4 2023 and held it in 4 quarters. The position peaked at $255K in Q3 2024. 1,532 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • IVC Wealth Advisors reported no remaining Marriott International position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 1,026 Marriott International shares in Q4 2024, an estimated $255K.
  • IVC Wealth Advisors first reported a position in Marriott International in Q4 2023 and held it in 4 quarters.
  • IVC Wealth Advisors's Marriott International position peaked at $255K in Q3 2024.
  • 1,532 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.