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Liberty Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-42
Closed -$7K – 1054
2021
Q3 		$7K Hold
42
– – ﹤0.01% 894
2021
Q2 		$7K Buy
42
+1
+2% +$171 ﹤0.01% 740
2021
Q1 		$5K Hold
41
– – ﹤0.01% 711
2020
Q4 		$5K Sell
41
-1
-2% -$118 ﹤0.01% 707
2020
Q3 		$4K Hold
42
– – ﹤0.01% 674
2020
Q2 		$3K Hold
42
– – ﹤0.01% 714
2020
Q1 		$2K Buy
42
+1
+2% +$104 ﹤0.01% 752
2019
Q4 		$5K Hold
41
– – ﹤0.01% 680
2019
Q3 		$4K Hold
41
– – ﹤0.01% 683
2019
Q2 		$4K Buy
41
+1
+3% +$99 ﹤0.01% 704
2019
Q1 		$3K Hold
40
– – ﹤0.01% 610
2018
Q4 		$2K Buy
+40
New +$3.33K ﹤0.01% 689

Other funds holding VAC

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liberty Wealth Management's VAC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Marriott Vacations Worldwide (VAC) in Q4 2021, closing a stake of 42 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in VAC in Q4 2018 and held it in 12 quarters. The position peaked at $7K in Q3 2021. 379 funds tracked by Wall St. Rank hold VAC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Marriott Vacations Worldwide position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 42 Marriott Vacations Worldwide shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Marriott Vacations Worldwide position peaked at $7K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.