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Regent Peak Wealth Advisors’s Marriott International MAR Stock Holding History

Regent Peak Wealth Advisors’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
-84
Closed -$11K – 626
2020
Q4 		$11K Buy
+84
New +$9.6K ﹤0.01% 551

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Regent Peak Wealth Advisors's MAR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Marriott International (MAR) in Q1 2021, closing a stake of 84 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in MAR in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 1,025 funds tracked by Wall St. Rank hold MAR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Marriott International position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 84 Marriott International shares in Q1 2021, an estimated $11K.
  • Regent Peak Wealth Advisors first reported a position in Marriott International in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Marriott International position peaked at $11K in Q4 2020.
  • 1,025 funds tracked by Wall St. Rank held Marriott International as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.