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Artemis Wealth Advisors’s Merck MRK Stock Holding History

Artemis Wealth 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
2023
Q1 		– Sell
-6
Closed -$666 – 80
2022
Q4 		$666 Hold
6
– – ﹤0.01% 76
2022
Q3 		$517 Hold
6
– – ﹤0.01% 98
2022
Q2 		$547 Buy
+6
New +$532 ﹤0.01% 121
2020
Q4 		– Sell
-108
Closed -$8.54K – 90
2020
Q3 		$8.54K Buy
+108
New +$8.46K ﹤0.01% 65
2020
Q1 		– Sell
-1,651
Closed -$143K – 110
2019
Q4 		$143K Buy
+1,651
New +$136K 0.05% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Artemis Wealth Advisors's MRK Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 6 shares — an estimated $666 sold.

Artemis Wealth Advisors first reported a position in MRK in Q4 2019 and held it in 5 quarters. The position peaked at $143K in Q4 2019. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Artemis Wealth Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 6 Merck shares in Q1 2023, an estimated $666.
  • Artemis Wealth Advisors first reported a position in Merck in Q4 2019 and held it in 5 quarters.
  • Artemis Wealth Advisors's Merck position peaked at $143K in Q4 2019.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.