BWL
MRUS

Bogart Wealth LLC’s Merus MRUS Stock Holding History

Bogart Wealth LLC’s Portfolio MRUS Stock Details MRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$21K – 1478
2024
Q4 		$21K Buy
+500
New +$24K ﹤0.01% 574

Other funds holding MRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Bogart Wealth LLC's MRUS Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Merus (MRUS) in Q1 2025, closing a stake of 500 shares — an estimated $21K sold.

Bogart Wealth LLC first reported a position in MRUS in Q4 2024 and held it in 1 quarter. The position peaked at $21K in Q4 2024. 185 funds tracked by Wall St. Rank hold MRUS as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Merus position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 500 Merus shares in Q1 2025, an estimated $21K.
  • Bogart Wealth LLC first reported a position in Merus in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Merus position peaked at $21K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Merus as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.