Alpha Financial Partners’s Merck MRK Stock Holding History

Alpha Financial Partners’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
2024 Q3	–	Sell	-1,993	Closed	-$247K	–	134
2024 Q2	$247K	Sell	1,993 -187	-9%	-$24.1K	0.21%	58
2024 Q1	$288K	Sell	2,180 -361	-14%	-$44.5K	0.26%	46
2023 Q4	$277K	Sell	2,541 -446	-15%	-$46.3K	0.27%	48
2023 Q3	$308K	Sell	2,987 -36	-1%	-$3.88K	0.36%	49
2023 Q2	$349K	Buy	3,023 +447	+17%	+$50.8K	0.37%	52
2023 Q1	$274K	Buy	2,576 +490	+23%	+$52.9K	0.31%	68
2022 Q4	$231K	Buy	+2,086	New	+$213K	0.28%	75

Other funds holding MRK

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Alpha Financial Partners's MRK Position: Q3 2024 in Review

Alpha Financial Partners sold out of Merck (MRK) in Q3 2024, closing a stake of 1,993 shares — an estimated $247K sold.

Alpha Financial Partners first reported a position in MRK in Q4 2022 and held it in 7 quarters. The position peaked at $349K in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Alpha Financial Partners reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Alpha Financial Partners sold 1,993 Merck shares in Q3 2024, an estimated $247K.
Alpha Financial Partners first reported a position in Merck in Q4 2022 and held it in 7 quarters.
Alpha Financial Partners's Merck position peaked at $349K in Q2 2023.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Alpha Financial Partners's 13F filing for Q3 2024, filed 24 Oct 2024.