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Capital Directions Investment Advisors’s Merck MRK Stock Holding History

Capital Directions Investment 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
2021
Q4 		– Sell
-387
Closed -$29K – 157
2021
Q3 		$29K Buy
+387
New +$29.4K 0.01% 171
2021
Q1 		– Sell
-357
Closed -$28K – 287
2020
Q4 		$28K Hold
357
– – 0.01% 141
2020
Q3 		$28K Hold
357
– – 0.01% 134
2020
Q2 		$26K Hold
357
– – 0.01% 142
2020
Q1 		$26K Hold
357
– – 0.01% 145
2019
Q4 		$31K Hold
357
– – 0.01% 160
2019
Q3 		$29K Buy
+357
New +$28.6K 0.01% 162

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Directions Investment Advisors's MRK Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Merck (MRK) in Q4 2021, closing a stake of 387 shares — an estimated $29K sold.

Capital Directions Investment Advisors first reported a position in MRK in Q3 2019 and held it in 7 quarters. The position peaked at $31K in Q4 2019. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining Merck position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 387 Merck shares in Q4 2021, an estimated $29K.
  • Capital Directions Investment Advisors first reported a position in Merck in Q3 2019 and held it in 7 quarters.
  • Capital Directions Investment Advisors's Merck position peaked at $31K in Q4 2019.
  • 2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.