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Financial Advisors’s Merck MRK Stock Holding History

Financial 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
2024
Q1 		– Sell
-1,931
Closed -$211K – 79
2023
Q4 		$211K Buy
+1,931
New +$200K 0.05% 71
2023
Q3 		– Sell
-2,731
Closed -$315K – 75
2023
Q2 		$315K Sell
2,731
-25
-0.9% -$2.84K 0.08% 55
2023
Q1 		$293K Sell
2,756
-90
-3% -$9.72K 0.07% 56
2022
Q4 		$316K Sell
2,846
-200
-7% -$20.4K 0.09% 53
2022
Q3 		$275K Sell
3,046
-46
-1% -$4.11K 0.1% 56
2022
Q2 		$282K Hold
3,092
– – 0.1% 58
2022
Q1 		$254K Sell
3,092
-409
-12% -$32.2K 0.08% 70
2021
Q4 		$268K Buy
3,501
+154
+5% +$12.3K 0.08% 73
2021
Q3 		$251K Hold
3,347
– – 0.08% 72
2021
Q2 		$260K Sell
3,347
-148
-4% -$11K 0.09% 72
2021
Q1 		$257K Buy
3,495
+92
+3% +$6.79K 0.1% 65
2020
Q4 		$266K Buy
+3,403
New +$260K 0.12% 64

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

Financial Advisors's MRK Position: Q1 2024 in Review

Financial Advisors sold out of Merck (MRK) in Q1 2024, closing a stake of 1,931 shares — an estimated $211K sold.

Financial Advisors first reported a position in MRK in Q4 2020 and held it in 12 quarters. The position peaked at $316K in Q4 2022. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Financial Advisors reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
  • Financial Advisors sold 1,931 Merck shares in Q1 2024, an estimated $211K.
  • Financial Advisors first reported a position in Merck in Q4 2020 and held it in 12 quarters.
  • Financial Advisors's Merck position peaked at $316K in Q4 2022.
  • 3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.