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TWM
Tradition Wealth Management’s
Marriott International
MAR
Stock Holding History
Tradition Wealth Management’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
Q1
–
Sell
-297
Closed
-$67K
–
856
2023
Q4
$67K
Buy
297
+2
+0.7%
+$405
0.01%
558
2023
Q3
$58K
Buy
295
+11
+4%
+$2.19K
0.01%
567
2023
Q2
$52K
Hold
284
–
–
0.01%
615
2023
Q1
$47K
Sell
284
-7
-2%
-$1.17K
0.01%
623
2022
Q4
$43K
Hold
291
–
–
0.01%
571
2022
Q3
$41K
Buy
291
+2
+0.7%
+$306
0.01%
557
2022
Q2
$39K
Hold
289
–
–
0.01%
506
2022
Q1
$51K
Hold
289
–
–
0.01%
515
2021
Q4
$48K
Buy
289
+1
+0.3%
+$157
0.01%
535
2021
Q3
$43K
Buy
288
+8
+3%
+$1.12K
0.01%
541
2021
Q2
$38K
Hold
280
–
–
0.01%
607
2021
Q1
$41K
Hold
280
–
–
0.01%
475
2020
Q4
$37K
Buy
+280
New
+$32K
0.01%
468
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
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27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fundsmith LLP
London, United Kingdom
$12.8B AUM
6.9%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
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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