FP
MRK icon

Fiduciary Planning’s Merck MRK Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-669
Closed -$49K – 185
2021
Q1 		$49K Buy
669
+160
+31% +$11.8K 0.07% 76
2020
Q4 		$40K Buy
509
+107
+27% +$8.18K 0.06% 89
2020
Q3 		$32K Buy
+402
New +$31.5K 0.05% 79
2020
Q2 		– Sell
-2,895
Closed -$213K – 41
2020
Q1 		$213K Sell
2,895
-891
-24% -$70K 0.4% 35
2019
Q4 		$312K Buy
+3,786
New +$311K 0.29% 46

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fiduciary Planning's MRK Position: Q2 2021 in Review

Fiduciary Planning sold out of Merck (MRK) in Q2 2021, closing a stake of 669 shares — an estimated $49K sold.

Fiduciary Planning first reported a position in MRK in Q4 2019 and held it in 5 quarters. The position peaked at $312K in Q4 2019. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Fiduciary Planning reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 669 Merck shares in Q2 2021, an estimated $49K.
  • Fiduciary Planning first reported a position in Merck in Q4 2019 and held it in 5 quarters.
  • Fiduciary Planning's Merck position peaked at $312K in Q4 2019.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.