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Divergent Wealth Advisors’s Merck MRK Stock Holding History

Divergent 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
2018
Q4 		– Sell
-1,327
Closed -$90K – 96
2018
Q3 		$90K Hold
1,327
– – 0.03% 50
2018
Q2 		$77K Sell
1,327
-30
-2% -$1.69K 0.03% 49
2018
Q1 		$71K Buy
+1,357
New +$73.3K 0.03% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Divergent Wealth Advisors's MRK Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Merck (MRK) in Q4 2018, closing a stake of 1,327 shares — an estimated $90K sold.

Divergent Wealth Advisors first reported a position in MRK in Q1 2018 and held it in 3 quarters. The position peaked at $90K in Q3 2018. 2,250 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Merck position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 1,327 Merck shares in Q4 2018, an estimated $90K.
  • Divergent Wealth Advisors first reported a position in Merck in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Merck position peaked at $90K in Q3 2018.
  • 2,250 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.