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Ropes Wealth Advisors’s Marriott International MAR Stock Holding History

Ropes 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
-175
Closed -$23K – 561
2020
Q4 		$23K Hold
175
– – ﹤0.01% 470
2020
Q3 		$16K Sell
175
-20
-10% -$1.89K ﹤0.01% 472
2020
Q2 		$17K Sell
195
-205
-51% -$17.8K ﹤0.01% 404
2020
Q1 		$30K Sell
400
-639
-62% -$79.5K 0.01% 331
2019
Q4 		$157K Sell
1,039
-25
-2% -$3.35K 0.03% 229
2019
Q3 		$132K Hold
1,064
– – 0.03% 257
2019
Q2 		$149K Hold
1,064
– – 0.03% 248
2019
Q1 		$133K Sell
1,064
-612
-37% -$72K 0.04% 252
2018
Q4 		$182K Buy
1,676
+838
+100% +$96.2K 0.05% 214
2018
Q3 		$111K Sell
838
-880
-51% -$112K 0.03% 270
2018
Q2 		$217K Hold
1,718
– – 0.06% 217
2018
Q1 		$234K Hold
1,718
– – 0.06% 208
2017
Q4 		$233K Sell
1,718
-755
-31% -$92.7K 0.06% 206
2017
Q3 		$273K Sell
2,473
-1,186
-32% -$122K 0.07% 187
2017
Q2 		$367K Buy
3,659
+177
+5% +$17.7K 0.1% 162
2017
Q1 		$328K Buy
3,482
+1,401
+67% +$122K 0.09% 178
2016
Q4 		$172K Buy
2,081
+1,510
+264% +$114K 0.05% 217
2016
Q3 		$38K Hold
571
– – 0.01% 302
2016
Q2 		$38K Buy
571
+241
+73% +$16.2K 0.01% 288
2016
Q1 		$23K Buy
330
+255
+340% +$16.7K 0.01% 271
2015
Q4 		$5K Hold
75
– – ﹤0.01% 364
2015
Q3 		$5K Buy
+75
New +$5.42K ﹤0.01% 363

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 $3.37T AUM 44.26% 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

Ropes Wealth Advisors's MAR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Marriott International (MAR) in Q1 2021, closing a stake of 175 shares — an estimated $23K sold.

Ropes Wealth Advisors first reported a position in MAR in Q3 2015 and held it in 22 quarters. The position peaked at $367K in Q2 2017. 1,025 funds tracked by Wall St. Rank hold MAR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Marriott International position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 175 Marriott International shares in Q1 2021, an estimated $23K.
  • Ropes Wealth Advisors first reported a position in Marriott International in Q3 2015 and held it in 22 quarters.
  • Ropes Wealth Advisors's Marriott International position peaked at $367K in Q2 2017.
  • 1,025 funds tracked by Wall St. Rank held Marriott International as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.