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Clarus Wealth Advisors’s Merck MRK Stock Holding History

Clarus 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
2020
Q1 		– Sell
-2,794
Closed -$238K – 136
2019
Q4 		$238K Sell
2,794
-586
-17% -$48.1K 0.16% 119
2019
Q3 		$271K Buy
3,380
+107
+3% +$8.57K 0.2% 109
2019
Q2 		$262K Buy
3,273
+2,648
+424% +$203K 0.19% 83
2019
Q1 		$50K Buy
625
+5
+0.8% +$374 0.04% 289
2018
Q4 		$45K Buy
620
+3
+0.5% +$212 0.07% 272
2018
Q3 		$42K Sell
617
-614
-50% -$39.1K 0.03% 323
2018
Q2 		$64K Buy
+1,231
New +$69.4K 0.05% 248

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarus Wealth Advisors's MRK Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of Merck (MRK) in Q1 2020, closing a stake of 2,794 shares — an estimated $238K sold.

Clarus Wealth Advisors first reported a position in MRK in Q2 2018 and held it in 7 quarters. The position peaked at $271K in Q3 2019. 2,477 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

  • Clarus Wealth Advisors reported no remaining Merck position as of Q1 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,794 Merck shares in Q1 2020, an estimated $238K.
  • Clarus Wealth Advisors first reported a position in Merck in Q2 2018 and held it in 7 quarters.
  • Clarus Wealth Advisors's Merck position peaked at $271K in Q3 2019.
  • 2,477 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.