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WCG Wealth Advisors’s Marriott International MAR Stock Holding History

WCG 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
2022
Q4 		– Sell
-2,103
Closed -$351K – 232
2022
Q3 		$351K Sell
2,103
-346
-14% -$52.9K 0.05% 211
2022
Q2 		$333K Buy
+2,449
New +$405K 0.05% 199

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

WCG Wealth Advisors's MAR Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Marriott International (MAR) in Q4 2022, closing a stake of 2,103 shares — an estimated $351K sold.

WCG Wealth Advisors first reported a position in MAR in Q2 2022 and held it in 2 quarters. The position peaked at $351K in Q3 2022. 1,143 funds tracked by Wall St. Rank hold MAR as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Marriott International position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 2,103 Marriott International shares in Q4 2022, an estimated $351K.
  • WCG Wealth Advisors first reported a position in Marriott International in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Marriott International position peaked at $351K in Q3 2022.
  • 1,143 funds tracked by Wall St. Rank held Marriott International as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.