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SFPG
Stonebridge Financial Planning Group’s
Marriott International
MAR
Stock Holding History
Stonebridge Financial Planning Group’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-80
Closed
-$13K
–
261
2021
Q4
$13K
Hold
80
–
–
0.01%
326
2021
Q3
$13K
Hold
80
–
–
0.01%
327
2021
Q2
$11K
Hold
80
–
–
0.01%
345
2021
Q1
$12K
Hold
80
–
–
0.01%
346
2020
Q4
$11K
Hold
80
–
–
0.01%
320
2020
Q3
$8K
Hold
80
–
–
0.01%
329
2020
Q2
$7K
Buy
80
+40
+100%
+$3.47K
0.01%
337
2020
Q1
$3K
Buy
+40
New
+$4.98K
﹤0.01%
384
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1-Year Est. Return
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1-Year Est. Return
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$1.56T AUM
27.86%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
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$733B AUM
35.63%
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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