Financial Architects (New Jersey)’s Merck MRK Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-419	Closed	-$34K	–	1108
2019 Q2	$34K	Sell	419 -315	-43%	-$24.1K	0.01%	592
2019 Q1	$58K	Buy	+734	New	+$54.9K	0.01%	570
2018 Q4	–	Sell	-5,764	Closed	-$390K	–	1432
2018 Q3	$390K	Buy	+5,764	New	+$367K	0.06%	214
2018 Q2	–	Sell	-1,048	Closed	-$54K	–	1431
2018 Q1	$54K	Sell	1,048 -1,048	-50%	-$56.6K	0.01%	589
2017 Q4	$112K	Buy	+2,096	New	+$116K	0.02%	464
2017 Q3	–	Sell	-2,620	Closed	-$160K	–	1552
2017 Q2	$160K	Buy	2,620 +1,572	+150%	+$95.7K	0.03%	366
2017 Q1	$64K	Buy	+1,048	New	+$63.6K	0.01%	590

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Architects (New Jersey)'s MRK Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Merck (MRK) stake by 1.2% in Q2 2023, selling an estimated $20.9K and leaving 15,475 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #82.

Financial Architects (New Jersey) first reported a position in MRK in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.08M in Q3 2016. 3,256 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

Financial Architects (New Jersey) held 15,475 shares of Merck worth $1.79M as of Q2 2023.
Financial Architects (New Jersey) sold 184 Merck shares in Q2 2023, an estimated $20.9K.
Merck made up 0.27% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #82 holding.
Financial Architects (New Jersey) first reported a position in Merck in Q2 2013 and has held it in 40 quarters since.
Financial Architects (New Jersey)'s Merck position peaked at $2.08M in Q3 2016.
3,256 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.