Catalyst Wealth Management’s Merck MRK Stock Holding History

Catalyst 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
2023 Q1	–	Sell	-3,414	Closed	-$379K	–	126
2022 Q4	$379K	Buy	+3,414	New	+$349K	0.36%	88

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Catalyst Wealth Management's MRK Position: Q1 2023 in Review

Catalyst Wealth Management sold out of Merck (MRK) in Q1 2023, closing a stake of 3,414 shares — an estimated $379K sold.

Catalyst Wealth Management first reported a position in MRK in Q4 2022 and held it in 1 quarter. The position peaked at $379K in Q4 2022. 3,180 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Catalyst Wealth Management reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Catalyst Wealth Management sold 3,414 Merck shares in Q1 2023, an estimated $379K.
Catalyst Wealth Management first reported a position in Merck in Q4 2022 and held it in 1 quarter.
Catalyst Wealth Management's Merck position peaked at $379K in Q4 2022.
3,180 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.