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BT Wealth Management’s Merck MRK Stock Holding History

BT 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
2021
Q2 		– Sell
-10,794
Closed -$794K – 63
2021
Q1 		$794K Sell
10,794
-4,192
-28% -$309K 0.26% 27
2020
Q4 		$1.17M Sell
14,986
-103
-0.7% -$7.88K 0.44% 24
2020
Q3 		$1.19M Buy
15,089
+103
+0.7% +$8.07K 0.52% 20
2020
Q2 		$1.11M Sell
14,986
-210
-1% -$15.8K 0.56% 22
2020
Q1 		$1.12M Hold
15,196
– – 0.64% 18
2019
Q4 		$1.32M Hold
15,196
– – 0.67% 22
2019
Q3 		$1.22M Hold
15,196
– – 0.68% 21
2019
Q2 		$1.22M Buy
15,196
+210
+1% +$16.1K 0.71% 22
2019
Q1 		$1.19M Sell
14,986
-6,192
-29% -$463K 0.7% 21
2018
Q4 		$1.59M Buy
+21,178
New +$1.5M 0.69% 22

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BT Wealth Management's MRK Position: Q2 2021 in Review

BT Wealth Management sold out of Merck (MRK) in Q2 2021, closing a stake of 10,794 shares — an estimated $794K sold.

BT Wealth Management first reported a position in MRK in Q4 2018 and held it in 10 quarters. The position peaked at $1.59M in Q4 2018. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • BT Wealth Management reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • BT Wealth Management sold 10,794 Merck shares in Q2 2021, an estimated $794K.
  • BT Wealth Management first reported a position in Merck in Q4 2018 and held it in 10 quarters.
  • BT Wealth Management's Merck position peaked at $1.59M in Q4 2018.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on BT Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.