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Wealthspire Advisors (Maryland)’s Marvell Technology MRVL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-265
Closed -$5K – 1410
2019
Q1 		$5K Sell
265
-59
-18% -$1.1K ﹤0.01% 1829
2018
Q4 		$5K Buy
324
+52
+19% +$862 ﹤0.01% 1738
2018
Q3 		$5K Sell
272
-17
-6% -$350 ﹤0.01% 1811
2018
Q2 		$6K Buy
289
+5
+2% +$107 ﹤0.01% 1725
2018
Q1 		$6K Hold
284
– – ﹤0.01% 1746
2017
Q4 		$6K Buy
284
+80
+39% +$1.63K ﹤0.01% 1778
2017
Q3 		$4K Buy
204
+21
+11% +$350 ﹤0.01% 1855
2017
Q2 		$3K Hold
183
– – ﹤0.01% 1901
2017
Q1 		$3K Buy
183
+99
+118% +$1.52K ﹤0.01% 1628
2016
Q4 		$1K Hold
84
– – ﹤0.01% 1658
2016
Q3 		$1K Hold
84
– – ﹤0.01% 1648
2016
Q2 		$1K Hold
84
– – ﹤0.01% 1615
2016
Q1 		$1K Hold
84
– – ﹤0.01% 1660
2015
Q4 		$1K Buy
+84
New +$742 ﹤0.01% 1637

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MRVL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Marvell Technology (MRVL) in Q2 2019, closing a stake of 265 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in MRVL in Q4 2015 and held it in 14 quarters. The position peaked at $6K in Q2 2018. 405 funds tracked by Wall St. Rank hold MRVL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Marvell Technology position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 265 Marvell Technology shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Marvell Technology in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Marvell Technology position peaked at $6K in Q2 2018.
  • 405 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.