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RWA
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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