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Peterson Wealth Services’s Marriott International MAR Stock Holding History

Peterson Wealth Services’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 		– Sell
-205
Closed -$51K – 228
2024
Q3 		$51K Buy
+205
New +$47.7K 0.02% 155

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State Street
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Fidelity Investments
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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

Peterson Wealth Services's MAR Position: Q4 2024 in Review

Peterson Wealth Services sold out of Marriott International (MAR) in Q4 2024, closing a stake of 205 shares — an estimated $51K sold.

Peterson Wealth Services first reported a position in MAR in Q3 2024 and held it in 1 quarter. The position peaked at $51K in Q3 2024. 1,528 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Peterson Wealth Services reported no remaining Marriott International position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 205 Marriott International shares in Q4 2024, an estimated $51K.
  • Peterson Wealth Services first reported a position in Marriott International in Q3 2024 and held it in 1 quarter.
  • Peterson Wealth Services's Marriott International position peaked at $51K in Q3 2024.
  • 1,528 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Peterson Wealth Services's 13F filing for Q4 2024, filed 29 Jan 2025.