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WIA
Wealthstreet Investment Advisors’s
Marriott International
MAR
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-28,171
Closed
-$4.17M
–
235
2021
Q1
$4.17M
Hold
28,171
–
–
0.41%
59
2020
Q4
$3.72M
Sell
28,171
-46
-0.2%
-$5.25K
0.38%
66
2020
Q3
$2.61M
Sell
28,217
-400
-1%
-$37.7K
0.29%
78
2020
Q2
$2.45M
Sell
28,617
-1,233
-4%
-$107K
0.3%
79
2020
Q1
$2.23M
Sell
29,850
-760
-2%
-$94.6K
0.33%
72
2019
Q4
$4.63M
Sell
30,610
-260
-0.8%
-$34.8K
0.54%
49
2019
Q3
$3.91M
Hold
30,870
–
–
0.5%
53
2019
Q2
$4.33M
Sell
30,870
-100
-0.3%
-$13.3K
0.56%
50
2019
Q1
$3.87M
Sell
30,970
-123
-0.4%
-$14.5K
0.51%
57
2018
Q4
$3.44M
Sell
31,093
-1,800
-5%
-$207K
0.48%
56
2018
Q3
$4.34M
Sell
32,893
-320
-1%
-$40.8K
0.54%
52
2018
Q2
$4.21M
Sell
33,213
-260
-0.8%
-$35.3K
0.56%
51
2018
Q1
$4.55M
Buy
33,473
+560
+2%
+$78.5K
0.57%
46
2017
Q4
$4.47M
Buy
+32,913
New
+$4.04M
0.54%
54
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1-Year Est. Return
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1-Year Est. Return
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$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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