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WealthPLAN Partners’s Marriott International MAR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-98
Closed -$18K – 783
2023
Q2 		$18K Sell
98
-591
-86% -$103K ﹤0.01% 702
2023
Q1 		$114K Buy
+689
New +$115K 0.01% 398
2021
Q3 		– Sell
-1,544
Closed -$213K – 384
2021
Q2 		$213K Sell
1,544
-6
-0.4% -$865 0.02% 332
2021
Q1 		$229K Buy
+1,550
New +$212K 0.02% 300
2016
Q3 		$2.01K Buy
+30
New +$2.12K ﹤0.01% 852

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WealthPLAN Partners's MAR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Marriott International (MAR) in Q3 2023, closing a stake of 98 shares — an estimated $18K sold.

WealthPLAN Partners first reported a position in MAR in Q3 2016 and held it in 5 quarters. The position peaked at $229K in Q1 2021. 1,232 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Marriott International position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 98 Marriott International shares in Q3 2023, an estimated $18K.
  • WealthPLAN Partners first reported a position in Marriott International in Q3 2016 and held it in 5 quarters.
  • WealthPLAN Partners's Marriott International position peaked at $229K in Q1 2021.
  • 1,232 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.