PRW Wealth Management’s Marriott International MAR Stock Holding History

PRW 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 Q3	–	Sell	-9,789	Closed	-$1.34M	–	208
2021 Q2	$1.34M	Buy	+9,789	New	+$1.41M	0.39%	77
2019 Q2	–	Sell	-475	Closed	-$59K	–	413
2019 Q1	$59K	Sell	475 -98	-17%	-$11.5K	0.05%	123
2018 Q4	$63K	Buy	+573	New	+$65.8K	0.08%	120

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's MAR Position: Q3 2021 in Review

PRW Wealth Management sold out of Marriott International (MAR) in Q3 2021, closing a stake of 9,789 shares — an estimated $1.34M sold.

PRW Wealth Management first reported a position in MAR in Q4 2018 and held it in 3 quarters. The position peaked at $1.34M in Q2 2021. 995 funds tracked by Wall St. Rank hold MAR as of Q3 2021.

PRW Wealth Management reported no remaining Marriott International position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 9,789 Marriott International shares in Q3 2021, an estimated $1.34M.
PRW Wealth Management first reported a position in Marriott International in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Marriott International position peaked at $1.34M in Q2 2021.
995 funds tracked by Wall St. Rank held Marriott International as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.