AlphaQ Advisors’s Merck MRK Stock Holding History

AlphaQ Advisors’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 Q2	–	Sell	-7,249	Closed	-$957K	–	121
2024 Q1	$957K	Buy	7,249 +376	+5%	+$46.3K	0.58%	49
2023 Q4	$749K	Sell	6,873 -191	-3%	-$19.8K	0.52%	47
2023 Q3	$727K	Sell	7,064 -881	-11%	-$95K	0.63%	44
2023 Q2	$917K	Buy	7,945 +580	+8%	+$65.9K	0.68%	41
2023 Q1	$784K	Sell	7,365 -615	-8%	-$66.4K	0.67%	39
2022 Q4	$885K	Buy	+7,980	New	+$816K	0.77%	38

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

AlphaQ Advisors's MRK Position: Q2 2024 in Review

AlphaQ Advisors sold out of Merck (MRK) in Q2 2024, closing a stake of 7,249 shares — an estimated $957K sold.

AlphaQ Advisors first reported a position in MRK in Q4 2022 and held it in 6 quarters. The position peaked at $957K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

AlphaQ Advisors reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 7,249 Merck shares in Q2 2024, an estimated $957K.
AlphaQ Advisors first reported a position in Merck in Q4 2022 and held it in 6 quarters.
AlphaQ Advisors's Merck position peaked at $957K in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.