LWM
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Liberty Wealth Management’s Marriott International MAR Stock Holding History

Liberty Wealth Management’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
2021
Q1 		– Sell
-2
Closed – – 999
2020
Q4 		$0 Buy
+2
New +$228 ﹤0.01% 1024
2020
Q1 		– Sell
-4
Closed -$1K – 943
2019
Q4 		$1K Buy
+4
New +$536 ﹤0.01% 843

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Liberty Wealth Management's MAR Position: Q1 2021 in Review

Liberty Wealth Management sold out of Marriott International (MAR) in Q1 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in MAR in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 1,023 funds tracked by Wall St. Rank hold MAR as of Q1 2021.

  • Liberty Wealth Management reported no remaining Marriott International position as of Q1 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 Marriott International shares in Q1 2021.
  • Liberty Wealth Management first reported a position in Marriott International in Q4 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Marriott International position peaked at $1K in Q4 2019.
  • 1,023 funds tracked by Wall St. Rank held Marriott International as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.