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JWCA
J.W. Coons Advisors’s
Marriott International
MAR
Stock Holding History
J.W. Coons Advisors’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.47M
Hold
5,372
–
–
0.33%
75
2025
Q1
$1.28M
Hold
5,372
–
–
0.34%
71
2024
Q4
$1.5M
Hold
5,372
–
–
0.38%
64
2024
Q3
$1.34M
Sell
5,372
-200
-4%
-$46.6K
0.33%
75
2024
Q2
$1.35M
Hold
5,572
–
–
0.33%
67
2024
Q1
$1.41M
Hold
5,572
–
–
0.32%
67
2023
Q4
$1.26M
Hold
5,572
–
–
0.34%
72
2023
Q3
$1.1M
Sell
5,572
-303
-5%
-$60.2K
0.32%
80
2023
Q2
$1.08M
Hold
5,875
–
–
0.29%
81
2023
Q1
$975K
Sell
5,875
-438
-7%
-$73K
0.28%
85
2022
Q4
$940K
Buy
6,313
+1,319
+26%
+$203K
0.28%
86
2022
Q3
$700K
Buy
4,994
+303
+6%
+$46.3K
0.26%
104
2022
Q2
$636K
Sell
4,691
-164
-3%
-$27.1K
0.22%
119
2022
Q1
$852K
Buy
4,855
+1,009
+26%
+$168K
0.25%
105
2021
Q4
$635K
Hold
3,846
–
–
0.19%
129
2021
Q3
$569K
Sell
3,846
-575
-13%
-$80.3K
0.19%
129
2021
Q2
$605K
Hold
4,421
–
–
0.21%
124
2021
Q1
$655K
Sell
4,421
-300
-6%
-$41K
0.23%
111
2020
Q4
$622K
Sell
4,721
-45
-0.9%
-$5.14K
0.24%
106
2020
Q3
$442K
Sell
4,766
-566
-11%
-$53.4K
0.18%
128
2020
Q2
$457K
Sell
5,332
-588
-10%
-$51.1K
0.2%
122
2020
Q1
$445K
Buy
+5,920
New
+$737K
0.23%
111
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$5.72T AUM
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1-Year Est. Return
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1-Year Est. Return
JP Morgan Chase
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27.86%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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