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Northwest Financial Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-129
Closed -$9.47K – 516
2024
Q3 		$9.47K Buy
+129
New +$9.96K 0.01% 397
2024
Q1 		– Sell
-127
Closed -$10.8K – 499
2023
Q4 		$10.8K Buy
+127
New +$10.8K 0.01% 371

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Northwest Financial Advisors's VAC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Marriott Vacations Worldwide (VAC) in Q4 2024, closing a stake of 129 shares — an estimated $9.47K sold.

Northwest Financial Advisors first reported a position in VAC in Q4 2023 and held it in 2 quarters. The position peaked at $10.8K in Q4 2023. 332 funds tracked by Wall St. Rank hold VAC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Marriott Vacations Worldwide position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 129 Marriott Vacations Worldwide shares in Q4 2024, an estimated $9.47K.
  • Northwest Financial Advisors first reported a position in Marriott Vacations Worldwide in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Marriott Vacations Worldwide position peaked at $10.8K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.