WR Wealth Planners’s Marriott International MAR Stock Holding History

WR Wealth Planners’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
2024 Q4	$3.35K	Buy	12 +2	+20%	+$549	﹤0.01%	765
2024 Q3	$2.49K	Hold	10	–	–	﹤0.01%	865
2024 Q2	$2.42K	Buy	10 +2	+25%	+$480	﹤0.01%	851
2024 Q1	$2.02K	Buy	+8	New	+$1.94K	﹤0.01%	883
2023 Q4	–	Sell	-44	Closed	-$8.65K	–	578
2023 Q3	$8.65K	Hold	44	–	–	﹤0.01%	600
2023 Q2	$8.08K	Buy	+44	New	+$7.63K	﹤0.01%	612

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

WR Wealth Planners's MAR Position: Q4 2024 in Review

WR Wealth Planners increased its Marriott International (MAR) stake by 20% in Q4 2024, buying an estimated $549 and bringing the position to 12 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

WR Wealth Planners first reported a position in MAR in Q2 2023 and has held it in 6 quarters since. The position peaked at $8.65K in Q3 2023. 1,529 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

WR Wealth Planners held 12 shares of Marriott International worth $3.35K as of Q4 2024.
WR Wealth Planners bought 2 Marriott International shares in Q4 2024, an estimated $549.
Marriott International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #765 holding.
WR Wealth Planners first reported a position in Marriott International in Q2 2023 and has held it in 6 quarters since.
WR Wealth Planners's Marriott International position peaked at $8.65K in Q3 2023.
1,529 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.