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Wealthspire Advisors (Maryland)’s Marriott International MAR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$262K Buy
+2,826
New +$267K 0.01% 372
2020
Q1 		– Sell
-5,110
Closed -$774K – 476
2019
Q4 		$774K Buy
+5,110
New +$685K 0.05% 212
2019
Q3 		– Sell
-1,481
Closed -$208K – 479
2019
Q2 		$208K Sell
1,481
-3,109
-68% -$412K 0.02% 432
2019
Q1 		$574K Buy
4,590
+3,149
+219% +$371K 0.04% 230
2018
Q4 		$156K Sell
1,441
-295
-17% -$33.9K 0.01% 462
2018
Q3 		$229K Sell
1,736
-121
-7% -$15.4K 0.02% 426
2018
Q2 		$235K Buy
1,857
+96
+5% +$13.1K 0.02% 415
2018
Q1 		$239K Buy
1,761
+22
+1% +$3.08K 0.02% 418
2017
Q4 		$236K Sell
1,739
-835
-32% -$103K 0.02% 430
2017
Q3 		$284K Buy
2,574
+14
+0.5% +$1.44K 0.03% 373
2017
Q2 		$257K Sell
2,560
-3,071
-55% -$307K 0.03% 378
2017
Q1 		$530K Sell
5,631
-598
-10% -$51.9K 0.08% 171
2016
Q4 		$515K Sell
6,229
-3
-0% -$226 0.08% 173
2016
Q3 		$420K Buy
6,232
+869
+16% +$61.3K 0.07% 201
2016
Q2 		$356K Buy
5,363
+660
+14% +$44.3K 0.06% 219
2016
Q1 		$335K Sell
4,703
-521
-10% -$34.1K 0.06% 228
2015
Q4 		$350K Buy
+5,224
New +$378K 0.07% 220

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MAR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Marriott International (MAR) in Q3 2020: 2,826 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in MAR as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in MAR in Q4 2015 and has held it in 17 quarters since. The position peaked at $774K in Q4 2019. 831 funds tracked by Wall St. Rank hold MAR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,826 shares of Marriott International worth $262K as of Q3 2020.
  • Marriott International was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Marriott International made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #372 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Marriott International in Q4 2015 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s Marriott International position peaked at $774K in Q4 2019.
  • 831 funds tracked by Wall St. Rank held Marriott International as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.