BCR Wealth Strategies’s Merck MRK Stock Holding History

BCR Wealth Strategies’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 Q3	–	Sell	-75	Closed	-$7K	–	105
2022 Q2	$7K	Hold	75	–	–	0.01%	68
2022 Q1	$6K	Hold	75	–	–	0.01%	76
2021 Q4	$6K	Buy	+75	New	+$5.97K	0.01%	80

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCR Wealth Strategies's MRK Position: Q3 2022 in Review

BCR Wealth Strategies sold out of Merck (MRK) in Q3 2022, closing a stake of 75 shares — an estimated $7K sold.

BCR Wealth Strategies first reported a position in MRK in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

BCR Wealth Strategies reported no remaining Merck position as of Q3 2022 after selling out during the quarter.
BCR Wealth Strategies sold 75 Merck shares in Q3 2022, an estimated $7K.
BCR Wealth Strategies first reported a position in Merck in Q4 2021 and held it in 3 quarters.
BCR Wealth Strategies's Merck position peaked at $7K in Q2 2022.
2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on BCR Wealth Strategies's 13F filing for Q3 2022, filed 4 Nov 2022.