FWP
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Firethorn Wealth Partners’s Merck MRK Stock Holding History

Firethorn Wealth Partners’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
Q3 		– Sell
-1,745
Closed -$216K – 159
2024
Q2 		$216K Sell
1,745
-305
-15% -$39.3K 0.12% 131
2024
Q1 		$270K Sell
2,050
-6
-0.3% -$740 0.16% 117
2023
Q4 		$224K Buy
+2,056
New +$213K 0.15% 120
2022
Q4 		– Sell
-2,699
Closed -$232K – 137
2022
Q3 		$232K Buy
2,699
+65
+2% +$5.8K 0.22% 100
2022
Q2 		$233K Buy
2,634
+94
+4% +$8.33K 0.19% 105
2022
Q1 		$208K Sell
2,540
-322
-11% -$25.4K 0.16% 127
2021
Q4 		$219K Buy
+2,862
New +$228K 0.16% 119
2021
Q2 		$221K Sell
2,841
-81
-3% -$6.03K 0.18% 114
2021
Q1 		$215K Buy
+2,922
New +$216K 0.2% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Firethorn Wealth Partners's MRK Position: Q3 2024 in Review

Firethorn Wealth Partners sold out of Merck (MRK) in Q3 2024, closing a stake of 1,745 shares — an estimated $216K sold.

Firethorn Wealth Partners first reported a position in MRK in Q1 2021 and held it in 9 quarters. The position peaked at $270K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Firethorn Wealth Partners reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Firethorn Wealth Partners sold 1,745 Merck shares in Q3 2024, an estimated $216K.
  • Firethorn Wealth Partners first reported a position in Merck in Q1 2021 and held it in 9 quarters.
  • Firethorn Wealth Partners's Merck position peaked at $270K in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Firethorn Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.