TFO Wealth Partners’s Marriott International MAR Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1	Closed	-$252	–	475
2024 Q1	$252	Sell	1 -1	-50%	-$242	﹤0.01%	440
2023 Q4	$451	Hold	2	–	–	﹤0.01%	358
2023 Q3	$367	Buy	2 +1	+100%	+$199	﹤0.01%	566
2023 Q2	$184	Hold	1	–	–	﹤0.01%	529
2023 Q1	$166	Hold	1	–	–	﹤0.01%	530
2022 Q4	$165	Buy	+1	New	+$154	﹤0.01%	667
2022 Q1	–	Sell	-22	Closed	-$3K	–	143
2021 Q4	$3K	Buy	+22	New	+$3.46K	﹤0.01%	118

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TFO Wealth Partners's MAR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Marriott International (MAR) in Q2 2024, closing a stake of 1 share — an estimated $252 sold.

TFO Wealth Partners first reported a position in MAR in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 1,385 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

TFO Wealth Partners reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Marriott International share in Q2 2024, an estimated $252.
TFO Wealth Partners first reported a position in Marriott International in Q4 2021 and held it in 7 quarters.
TFO Wealth Partners's Marriott International position peaked at $3K in Q4 2021.
1,385 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.