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Encompass Wealth Advisors’s Merck MRK Stock Holding History

Encompass 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
2023
Q1 		– Sell
-2,178
Closed -$242K – 283
2022
Q4 		$242K Buy
+2,178
New +$223K 0.09% 174
2022
Q3 		– Sell
-2,193
Closed -$200K – 241
2022
Q2 		$200K Buy
+2,193
New +$194K 0.07% 194

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Encompass Wealth Advisors's MRK Position: Q1 2023 in Review

Encompass Wealth Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 2,178 shares — an estimated $242K sold.

Encompass Wealth Advisors first reported a position in MRK in Q2 2022 and held it in 2 quarters. The position peaked at $242K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Encompass Wealth Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Encompass Wealth Advisors sold 2,178 Merck shares in Q1 2023, an estimated $242K.
  • Encompass Wealth Advisors first reported a position in Merck in Q2 2022 and held it in 2 quarters.
  • Encompass Wealth Advisors's Merck position peaked at $242K in Q4 2022.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Encompass Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.