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Wingate Wealth Advisors’s Marriott International MAR Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-120
Closed -$33.5K – 282
2024
Q4 		$33.5K Buy
+120
New +$32.9K 0.03% 252

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Wingate Wealth Advisors's MAR Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Marriott International (MAR) in Q1 2025, closing a stake of 120 shares — an estimated $33.5K sold.

Wingate Wealth Advisors first reported a position in MAR in Q4 2024 and held it in 1 quarter. The position peaked at $33.5K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 120 Marriott International shares in Q1 2025, an estimated $33.5K.
  • Wingate Wealth Advisors first reported a position in Marriott International in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Marriott International position peaked at $33.5K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.