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Spectrum Wealth Counsel’s Marriott International MAR Stock Holding History

Spectrum Wealth Counsel’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
2024
Q4 		– Sell
-10
Closed -$2.49K – 386
2024
Q3 		$2.49K Sell
10
-468
-98% -$109K ﹤0.01% 303
2024
Q2 		$116K Sell
478
-1
-0.2% -$240 0.01% 148
2024
Q1 		$121K Hold
479
– – 0.01% 153
2023
Q4 		$108K Buy
+479
New +$97.1K 0.02% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Spectrum Wealth Counsel's MAR Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Marriott International (MAR) in Q4 2024, closing a stake of 10 shares — an estimated $2.49K sold.

Spectrum Wealth Counsel first reported a position in MAR in Q4 2023 and held it in 4 quarters. The position peaked at $121K in Q1 2024. 1,528 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Marriott International position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 10 Marriott International shares in Q4 2024, an estimated $2.49K.
  • Spectrum Wealth Counsel first reported a position in Marriott International in Q4 2023 and held it in 4 quarters.
  • Spectrum Wealth Counsel's Marriott International position peaked at $121K in Q1 2024.
  • 1,528 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.