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Foresight Wealth Management’s Merck MRK Stock Holding History

Foresight Wealth Management’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
Q4 		– Sell
-12,782
Closed -$1.1M – 71
2022
Q3 		$1.1M Buy
12,782
+724
+6% +$64.6K 0.25% 32
2022
Q2 		$1.1M Buy
12,058
+722
+6% +$64K 0.23% 36
2022
Q1 		$930K Buy
11,336
+2,929
+35% +$231K 0.17% 49
2021
Q4 		$644K Buy
8,407
+533
+7% +$42.5K 0.01% 65
2021
Q3 		$591K Sell
7,874
-9,371
-54% -$713K 0.12% 64
2021
Q2 		$1.34M Buy
17,245
+840
+5% +$62.5K 0.3% 35
2021
Q1 		$1.21M Buy
16,405
+5,581
+52% +$412K 0.31% 35
2020
Q4 		$845K Buy
10,824
+1
+0% +$76 0.22% 46
2020
Q3 		$857K Sell
10,823
-117
-1% -$9.16K 0.29% 42
2020
Q2 		$807K Buy
10,940
+46
+0.4% +$3.46K 0.37% 42
2020
Q1 		$800K Sell
10,894
-54
-0.5% -$4.24K 0.55% 36
2019
Q4 		$950K Hold
10,948
– – 0.59% 36
2019
Q3 		$879K Sell
10,948
-38
-0.3% -$3.04K 0.63% 37
2019
Q2 		$879K Sell
10,986
-4,571
-29% -$350K 0.66% 37
2019
Q1 		$1.24M Buy
15,557
+72
+0.5% +$5.38K 1.07% 26
2018
Q4 		$1.13M Buy
+15,485
New +$1.09M 1.2% 24

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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foresight Wealth Management's MRK Position: Q4 2022 in Review

Foresight Wealth Management sold out of Merck (MRK) in Q4 2022, closing a stake of 12,782 shares — an estimated $1.1M sold.

Foresight Wealth Management first reported a position in MRK in Q4 2018 and held it in 16 quarters. The position peaked at $1.34M in Q2 2021. 3,238 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Foresight Wealth Management reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 12,782 Merck shares in Q4 2022, an estimated $1.1M.
  • Foresight Wealth Management first reported a position in Merck in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Merck position peaked at $1.34M in Q2 2021.
  • 3,238 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.