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B. Riley Wealth Management’s Merck MRK Stock Holding History

B. Riley Wealth Management’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
Q2 		$14.1K Sell
95,809
-17,139
-15% -$1.52M 0.02% 116
2022
Q1 		$9.27M Sell
112,948
-489
-0.4% -$38.6K 0.71% 30
2021
Q4 		$8.69M Sell
113,437
-26,185
-19% -$2.09M 0.6% 35
2021
Q3 		$10.5M Buy
139,622
+9,317
+7% +$709K 0.81% 21
2021
Q2 		$10.1M Sell
130,305
-14,141
-10% -$1.05M 1.12% 19
2021
Q1 		$10.6M Buy
144,446
+4,784
+3% +$353K 1.24% 15
2020
Q4 		$10.9M Sell
139,662
-1,461
-1% -$112K 1.41% 12
2020
Q3 		$11.2M Buy
141,123
+27,237
+24% +$2.13M 1.32% 14
2020
Q2 		$8.4M Sell
113,886
-9,069
-7% -$683K 0.92% 25
2020
Q1 		$9.03M Buy
122,955
+107,418
+691% +$8.44M 0.95% 21
2019
Q4 		$1.35M Sell
15,537
-34
-0.2% -$2.79K 0.2% 116
2019
Q3 		$1.25M Sell
15,571
-4,389
-22% -$352K 0.22% 106
2019
Q2 		$1.6K Sell
19,960
-1,080
-5% -$82.7K 0.25% 81
2019
Q1 		$1.67M Buy
21,040
+1,581
+8% +$118K 0.29% 81
2018
Q4 		$1.42M Buy
19,459
+6,637
+52% +$469K 0.3% 77
2018
Q3 		$868K Buy
+12,822
New +$817K 0.21% 108
2016
Q1 		$554K Sell
10,991
-12,019
-52% -$589K 0.83% 40
2015
Q4 		$1.16M Sell
23,010
-1,430
-6% -$72.1K 1.48% 14
2015
Q3 		$1.15M Sell
24,440
-425
-2% -$22.6K 1.63% 10
2015
Q2 		$1.35M Buy
24,865
+5,232
+27% +$293K 1.07% 11
2015
Q1 		$1.08M Buy
19,633
+632
+3% +$35.8K 0.81% 18
2014
Q4 		$1.03M Sell
19,001
-618
-3% -$34.4K 0.84% 23
2014
Q3 		$1.11M Sell
19,619
-43
-0.2% -$2.42K 0.82% 16
2014
Q2 		$1.08M Buy
19,662
+473
+2% +$25.8K 0.7% 25
2014
Q1 		$1.04M Buy
+19,189
New +$994K 0.77% 18

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Management's MRK Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Merck (MRK) stake by 15% in Q2 2022, selling an estimated $1.52M and leaving 95,809 shares worth $14.1K. The position accounts for 0.02% of the portfolio, ranked #116.

B. Riley Wealth Management first reported a position in MRK in Q1 2014 and has held it in 25 quarters since. The position peaked at $11.2M in Q3 2020. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • B. Riley Wealth Management held 95,809 shares of Merck worth $14.1K as of Q2 2022.
  • B. Riley Wealth Management sold 17,139 Merck shares in Q2 2022, an estimated $1.52M.
  • Merck made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #116 holding.
  • B. Riley Wealth Management first reported a position in Merck in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Merck position peaked at $11.2M in Q3 2020.
  • 3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.