RFA
MAR icon

Resurgent Financial Advisors’s Marriott International MAR Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-168
Closed -$25K – 575
2022
Q4 		$25K Buy
+168
New +$25.9K 0.01% 578

Other funds holding MAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Resurgent Financial Advisors's MAR Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Marriott International (MAR) in Q1 2023, closing a stake of 168 shares — an estimated $25K sold.

Resurgent Financial Advisors first reported a position in MAR in Q4 2022 and held it in 1 quarter. The position peaked at $25K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold MAR as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Marriott International position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 168 Marriott International shares in Q1 2023, an estimated $25K.
  • Resurgent Financial Advisors first reported a position in Marriott International in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Marriott International position peaked at $25K in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Marriott International as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.