WAM
MRO

Wealthspire Advisors (Maryland)’s Marathon Oil Corporation MRO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,612
Closed -$120K – 559
2020
Q2 		$120K Buy
19,612
+4,446
+29% +$24.6K 0.01% 432
2020
Q1 		$50K Buy
+15,166
New +$140K ﹤0.01% 421
2019
Q2 		– Sell
-5,201
Closed -$87K – 2147
2019
Q1 		$87K Buy
5,201
+256
+5% +$4.18K 0.01% 695
2018
Q4 		$71K Buy
4,945
+671
+16% +$12K 0.01% 724
2018
Q3 		$99K Buy
4,274
+202
+5% +$4.23K 0.01% 692
2018
Q2 		$85K Buy
4,072
+191
+5% +$3.77K 0.01% 772
2018
Q1 		$63K Sell
3,881
-289
-7% -$4.8K 0.01% 894
2017
Q4 		$71K Sell
4,170
-1,033
-20% -$15.3K 0.01% 865
2017
Q3 		$71K Buy
5,203
+498
+11% +$5.91K 0.01% 841
2017
Q2 		$56K Buy
4,705
+29
+0.6% +$406 0.01% 912
2017
Q1 		$74K Buy
4,676
+809
+21% +$13.3K 0.01% 690
2016
Q4 		$67K Buy
3,867
+445
+13% +$7.15K 0.01% 693
2016
Q3 		$54K Sell
3,422
-436
-11% -$6.47K 0.01% 756
2016
Q2 		$58K Buy
3,858
+6
+0.2% +$79 0.01% 703
2016
Q1 		$43K Buy
3,852
+207
+6% +$1.93K 0.01% 743
2015
Q4 		$46K Buy
+3,645
New +$61.3K 0.01% 744

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Marathon Oil Corporation (MRO) in Q3 2020, closing a stake of 19,612 shares — an estimated $120K sold.

Wealthspire Advisors (Maryland) first reported a position in MRO in Q4 2015 and held it in 16 quarters. The position peaked at $120K in Q2 2020. 517 funds tracked by Wall St. Rank hold MRO as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Marathon Oil Corporation position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 19,612 Marathon Oil Corporation shares in Q3 2020, an estimated $120K.
  • Wealthspire Advisors (Maryland) first reported a position in Marathon Oil Corporation in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Marathon Oil Corporation position peaked at $120K in Q2 2020.
  • 517 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2020.

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