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Kiely Wealth Advisory Group’s Marriott International MAR Stock Holding History

Kiely Wealth Advisory Group’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 		$143K Hold
471
– – 0.09% 74
2024
Q3 		$135K Hold
471
– – 0.09% 80
2024
Q2 		$102K Hold
471
– – 0.06% 74
2024
Q1 		$114K Hold
471
– – 0.07% 67
2023
Q4 		$114K Buy
+471
New +$95.5K 0.07% 66

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Kiely Wealth Advisory Group's MAR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Marriott International (MAR) position steady in Q4 2024 at 471 shares worth $143K. The position accounts for 0.09% of the portfolio, ranked #74.

Kiely Wealth Advisory Group first reported a position in MAR in Q4 2023 and has held it in 5 quarters since. 1,528 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Kiely Wealth Advisory Group held 471 shares of Marriott International worth $143K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Marriott International share count unchanged in Q4 2024.
  • Marriott International made up 0.09% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #74 holding.
  • Kiely Wealth Advisory Group first reported a position in Marriott International in Q4 2023 and has held it in 5 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.