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Dixon Hughes Goodman Wealth Advisors’s Merck MRK Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$1.72M Buy
20,925
+2,123
+11% +$167K 0.49% 29
2021
Q4 		$1.44M Buy
+18,802
New +$1.5M 0.47% 29

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MRK Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Merck (MRK) stake by 11% in Q1 2022, buying an estimated $167K and bringing the position to 20,925 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #29.

Dixon Hughes Goodman Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 2 quarters since. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 20,925 shares of Merck worth $1.72M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 2,123 Merck shares in Q1 2022, an estimated $167K.
  • Merck made up 0.49% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #29 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 2 quarters since.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.