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Financial Planners of Cleveland’s Merck MRK Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-2,680
Closed -$218K – 82
2021
Q4 		$218K Buy
+2,680
New +$213K 0.09% 81

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Planners of Cleveland's MRK Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Merck (MRK) in Q1 2022, closing a stake of 2,680 shares — an estimated $218K sold.

Financial Planners of Cleveland first reported a position in MRK in Q4 2021 and held it in 1 quarter. The position peaked at $218K in Q4 2021. 2,953 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 2,680 Merck shares in Q1 2022, an estimated $218K.
  • Financial Planners of Cleveland first reported a position in Merck in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Merck position peaked at $218K in Q4 2021.
  • 2,953 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.