TRUE Private Wealth Advisors’s Marriott International MAR Stock Holding History

TRUE Private 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 Q3	–	Sell	-4,223	Closed	-$576K	–	253
2021 Q2	$576K	Hold	4,223	–	–	0.09%	130
2021 Q1	$625K	Hold	4,223	–	–	0.1%	119
2020 Q4	$557K	Buy	4,223 +10	+0.2%	+$1.14K	0.09%	117
2020 Q3	$390K	Hold	4,213	–	–	0.07%	136
2020 Q2	$361K	Sell	4,213 -3,787	-47%	-$329K	0.07%	132
2020 Q1	$598K	Sell	8,000 -23	-0.3%	-$2.86K	0.13%	90
2019 Q4	$1.21M	Hold	8,023	–	–	0.19%	75
2019 Q3	$997K	Hold	8,023	–	–	0.17%	79
2019 Q2	$1.13M	Buy	8,023 +23	+0.3%	+$3.05K	0.19%	72
2019 Q1	$1M	Hold	8,000	–	–	0.19%	80
2018 Q4	$868K	Sell	8,000 -11	-0.1%	-$1.26K	0.15%	97
2018 Q3	$1.06M	Buy	8,011 +900	+13%	+$115K	0.15%	97
2018 Q2	$900K	Sell	7,111 -5	-0.1%	-$680	0.14%	100
2018 Q1	$967K	Sell	7,116 -3	-0%	-$420	0.17%	88
2017 Q4	$966K	Buy	7,119 +4	+0.1%	+$491	0.17%	80
2017 Q3	$784K	Hold	7,115	–	–	0.18%	69
2017 Q2	$713K	Buy	7,115 +6	+0.1%	+$600	0.17%	72
2017 Q1	$648K	Sell	7,109 -15	-0.2%	-$1.3K	0.15%	72
2016 Q4	$602K	Buy	7,124 +15	+0.2%	+$1.13K	0.15%	73
2016 Q3	$478K	Buy	7,109 +54	+0.8%	+$3.81K	0.15%	74
2016 Q2	$468K	Hold	7,055	–	–	0.16%	72
2016 Q1	$502K	Buy	7,055 +20	+0.3%	+$1.31K	0.2%	64
2015 Q4	$472K	Buy	+7,035	New	+$509K	0.21%	60

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

TRUE Private Wealth Advisors's MAR Position: Q3 2021 in Review

TRUE Private Wealth Advisors sold out of Marriott International (MAR) in Q3 2021, closing a stake of 4,223 shares — an estimated $576K sold.

TRUE Private Wealth Advisors first reported a position in MAR in Q4 2015 and held it in 23 quarters. The position peaked at $1.21M in Q4 2019. 997 funds tracked by Wall St. Rank hold MAR as of Q3 2021.

TRUE Private Wealth Advisors reported no remaining Marriott International position as of Q3 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,223 Marriott International shares in Q3 2021, an estimated $576K.
TRUE Private Wealth Advisors first reported a position in Marriott International in Q4 2015 and held it in 23 quarters.
TRUE Private Wealth Advisors's Marriott International position peaked at $1.21M in Q4 2019.
997 funds tracked by Wall St. Rank held Marriott International as of Q3 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.