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Beacon Pointe Wealth Advisors’s Merck MRK Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.73M Sell
19,983
-16,807
-46% -$1.38M 0.32% 62
2019
Q3 		$2.96M Buy
36,790
+12,102
+49% +$970K 0.62% 33
2019
Q2 		$1.98M Buy
24,688
+923
+4% +$70.7K 0.42% 50
2019
Q1 		$1.89M Buy
23,765
+4,133
+21% +$309K 0.43% 48
2018
Q4 		$1.43M Buy
+19,632
New +$1.39M 0.52% 44

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MRK Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Merck (MRK) stake by 46% in Q4 2019, selling an estimated $1.38M and leaving 19,983 shares worth $1.73M. The position accounts for 0.32% of the portfolio, ranked #62.

Beacon Pointe Wealth Advisors first reported a position in MRK in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.96M in Q3 2019. 2,536 funds tracked by Wall St. Rank hold MRK as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 19,983 shares of Merck worth $1.73M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 16,807 Merck shares in Q4 2019, an estimated $1.38M.
  • Merck made up 0.32% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #62 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Merck in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Merck position peaked at $2.96M in Q3 2019.
  • 2,536 funds tracked by Wall St. Rank held Merck as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.