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WESPAC Advisors SoCal’s Marriott International MAR Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-2,600
Closed -$343K – 79
2020
Q4 		$343K Hold
2,600
– – 0.14% 64
2020
Q3 		$258K Hold
2,600
– – 0.12% 63
2020
Q2 		$230K Buy
+2,600
New +$226K 0.11% 72
2019
Q2 		– Sell
-152
Closed -$19K – 202
2019
Q1 		$19K Hold
152
– – 0.01% 179
2018
Q4 		$16K Buy
+152
New +$17.5K 0.01% 201

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WESPAC Advisors SoCal's MAR Position: Q1 2021 in Review

WESPAC Advisors SoCal sold out of Marriott International (MAR) in Q1 2021, closing a stake of 2,600 shares — an estimated $343K sold.

WESPAC Advisors SoCal first reported a position in MAR in Q4 2018 and held it in 5 quarters. The position peaked at $343K in Q4 2020. 1,025 funds tracked by Wall St. Rank hold MAR as of Q1 2021.

  • WESPAC Advisors SoCal reported no remaining Marriott International position as of Q1 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,600 Marriott International shares in Q1 2021, an estimated $343K.
  • WESPAC Advisors SoCal first reported a position in Marriott International in Q4 2018 and held it in 5 quarters.
  • WESPAC Advisors SoCal's Marriott International position peaked at $343K in Q4 2020.
  • 1,025 funds tracked by Wall St. Rank held Marriott International as of Q1 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2021, filed 30 Apr 2021.