WR Wealth Planners’s Marvell Technology MRVL Stock Holding History

WR Wealth Planners’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
2024 Q4	$55.2K	Sell	500 -275	-35%	-$25.5K	0.02%	308
2024 Q3	$55.9K	Buy	775 +32	+4%	+$2.21K	0.02%	329
2024 Q2	$51.9K	Buy	743 +8	+1%	+$561	0.02%	330
2024 Q1	$52.1K	Buy	+735	New	+$50.3K	0.02%	326
2023 Q4	–	Sell	-229	Closed	-$12.4K	–	604
2023 Q3	$12.4K	Hold	229	–	–	﹤0.01%	507
2023 Q2	$13.7K	Hold	229	–	–	0.01%	495
2023 Q1	$9.92K	Buy	+229	New	+$9.64K	﹤0.01%	558
2022 Q4	–	Sell	-122	Closed	-$5.24K	–	527
2022 Q3	$5.24K	Buy	+122	New	+$6.04K	﹤0.01%	308

Other funds holding MRVL

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

WR Wealth Planners reduced its Marvell Technology (MRVL) stake by 35% in Q4 2024, selling an estimated $25.5K and leaving 500 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #308.

WR Wealth Planners first reported a position in MRVL in Q3 2022 and has held it in 8 quarters since. The position peaked at $55.9K in Q3 2024. 1,377 funds tracked by Wall St. Rank hold MRVL as of Q4 2024.

WR Wealth Planners held 500 shares of Marvell Technology worth $55.2K as of Q4 2024.
WR Wealth Planners sold 275 Marvell Technology shares in Q4 2024, an estimated $25.5K.
Marvell Technology made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #308 holding.
WR Wealth Planners first reported a position in Marvell Technology in Q3 2022 and has held it in 8 quarters since.
WR Wealth Planners's Marvell Technology position peaked at $55.9K in Q3 2024.
1,377 funds tracked by Wall St. Rank held Marvell Technology as of Q4 2024.

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