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Coppell Advisory Solutions Corp’s Merck MRK Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$1.29M Buy
+9,799
New +$1.21M 0.24% 96
2023
Q1 		– Sell
-2,759
Closed -$306K – 738
2022
Q4 		$306K Buy
+2,759
New +$282K 0.1% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coppell Advisory Solutions Corp's MRK Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Merck (MRK) in Q1 2024: 9,799 shares worth $1.29M. The stake represents 0.24% of the portfolio and ranks #96 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in MRK as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in MRK in Q4 2022 and has held it in 2 quarters since. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Coppell Advisory Solutions Corp held 9,799 shares of Merck worth $1.29M as of Q1 2024.
  • Merck was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Merck made up 0.24% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #96 holding.
  • Coppell Advisory Solutions Corp first reported a position in Merck in Q4 2022 and has held it in 2 quarters since.
  • 3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.