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Advocacy Wealth Management Services’s Merck MRK Stock Holding History

Advocacy Wealth Management Services’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-26
Closed -$2K – 97
2022
Q3 		$2K Hold
26
– – ﹤0.01% 114
2022
Q2 		$2K Hold
26
– – ﹤0.01% 122
2022
Q1 		$2K Sell
26
-195
-88% -$15.4K ﹤0.01% 151
2021
Q4 		$17K Sell
221
-63
-22% -$5.02K ﹤0.01% 102
2021
Q3 		$21K Buy
284
+72
+34% +$5.48K ﹤0.01% 89
2021
Q2 		$16K Buy
212
+15
+8% +$1.12K ﹤0.01% 116
2021
Q1 		$14K Hold
197
– – ﹤0.01% 111
2020
Q4 		$15K Hold
197
– – ﹤0.01% 103
2020
Q3 		$15K Sell
197
-24
-11% -$1.88K ﹤0.01% 94
2020
Q2 		$16K Sell
221
-76
-26% -$5.72K ﹤0.01% 94
2020
Q1 		$21K Buy
297
+93
+46% +$7.31K ﹤0.01% 71
2019
Q4 		$18K Sell
204
-6
-3% -$493 0.01% 101
2019
Q3 		$17K Hold
210
– – 0.01% 102
2019
Q2 		$17K Hold
210
– – 0.01% 107
2019
Q1 		$17K Buy
210
+2
+1% +$150 0.02% 89
2018
Q4 		$15K Hold
208
– – 0.01% 97
2018
Q3 		$14K Buy
+208
New +$13.3K 0.01% 115
2018
Q1 		– Sell
-424
Closed -$23K – 214
2017
Q4 		$23K Hold
424
– – 0.02% 96
2017
Q3 		$26K Sell
424
-53
-11% -$3.21K 0.01% 109
2017
Q2 		$29K Hold
477
– – 0.01% 106
2017
Q1 		$29K Buy
477
+425
+817% +$25.8K 0.01% 116
2016
Q4 		$3K Sell
52
-687
-93% -$40.2K ﹤0.01% 272
2016
Q3 		$44K Hold
739
– – 0.02% 126
2016
Q2 		$41K Sell
739
-799
-52% -$42.5K 0.02% 167
2016
Q1 		$78K Buy
1,538
+446
+41% +$21.8K 0.05% 148
2015
Q4 		$55K Buy
+1,092
New +$55.1K 0.06% 161
2013
Q3 		$26K Buy
+573
New +$26.2K 0.07% 160

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's MRK Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Merck (MRK) in Q4 2022, closing a stake of 26 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in MRK in Q3 2013 and held it in 27 quarters. The position peaked at $78K in Q1 2016. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 26 Merck shares in Q4 2022, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Merck in Q3 2013 and held it in 27 quarters.
  • Advocacy Wealth Management Services's Merck position peaked at $78K in Q1 2016.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.