Financial Gravity Asset Management’s Mercer International MERC Stock Holding History

Financial Gravity Asset Management’s Portfolio MERC Stock Details MERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12	Closed	-$615	–	1442
2022 Q4	$615	Buy	+12	New	+$160	﹤0.01%	771
2018 Q2	–	Sell	-79	Closed	-$1K	–	1532
2018 Q1	$1K	Buy	+79	New	+$1.07K	﹤0.01%	1197

Other funds holding MERC

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Asset Management's MERC Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Mercer International (MERC) in Q1 2023, closing a stake of 12 shares — an estimated $615 sold.

Financial Gravity Asset Management first reported a position in MERC in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 132 funds tracked by Wall St. Rank hold MERC as of Q1 2023.

Financial Gravity Asset Management reported no remaining Mercer International position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 12 Mercer International shares in Q1 2023, an estimated $615.
Financial Gravity Asset Management first reported a position in Mercer International in Q1 2018 and held it in 2 quarters.
Financial Gravity Asset Management's Mercer International position peaked at $1K in Q1 2018.
132 funds tracked by Wall St. Rank held Mercer International as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.